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Video: Introduction and Overview

Good to Know

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?

Activities in Process Builder

You can use out-of-the-box activities for Salesforce to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for Salesforce

The following activities are available for Salesforce:

Add Attachment
Add Note
Approve Task
Change Multi Ownership
Change Ownership
Convert Lead
Create Record
Create Folder
Create Multiple Records
Create Task
Delete Attachment
Delete Record
Delete Multiple Records
Download Attachment
Download Document
Query Advanced Records
Query Records
Reject Task
Send Salesforce Email
Submit Approval Process
Update Record
Update Multiple Records
Upsert Record

For more information, refer to the process activities for Salesforce in Process Builder.