Upload Document activity

An activity that uploads a document to Salesforce.


Upload Document activity

Configure the Update Multiple Entities activity

To configure the Upload Document activity, do the procedure in this topic.

Examples

Good to Know

How to Start

  1. On the App Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce tab.

        Salesforce tab
      2. On the Salesforce tab, drag the Upload Document Upload Document icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic information for a CRM activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Upload Document Configuration

Specifies how to upload your document to Salesforce.

Figure: Upload Document Configuration screen

Upload Document Configuration screen

Fields

Field Name Definition

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Create Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.
Example:
Refer to:

Document Name

Function:
Specifies the name of the document you want to show in Salesforce.
Accepted Values:
A valid document name.
Default Value:
None
Accepts Process Data Variables:
Yes

Document Description

Function:
A description of your document.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Document File Path

Function:
Specifies the absolute path and file name of your document.
Accepted Values:
An absolute path and document name on the AgilePoint Server or SharePoint Server.

Note:

  • The size limit for any document you upload is 5 MB.
  • You can only upload one document.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • c:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc
  • http://demo3:8000/DocumentLib1/sample3.doc

Select Folder

Function:
Specifies the Salesforce folder name from the list.
Accepted Values:
A valid Salesforce folder.
Default Value:
None

When you select the Salesforce access token, the folder name shows in the Select Folder field.

Accepts Process Data Variables:
Yes

Folder ID

Function:
Specifies the ID of the folder from Salesforce that contains the document.
Accepted Values:
A valid Salesforce folder ID.
Default Value:
None

When you select the folder, the folder ID shows in the Folder ID field.

Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Store the Document ID in Schema Node

Function:
Specifies the process data variable that contains the document ID.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?