Salesforce tab

This section gives full information about the activities on the Salesforce tab.

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

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.