PowerPoint > Source Repository > Salesforce

Specifies the location of your PowerPoint template file on Salesforce to convert to a Microsoft PowerPoint file with the PowerPoint activity.

Figure: Source Repository Configuration screen (Salesforce)

Source Repository Configuration screen Salesforce

Examples

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?

How to Start

Fields

Field NameDefinition

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:

Folder Path

Function:
Specifies the absolute path or ID of the folder.
Accepted Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a folder ID or a process data variable that stores the ID of the folder.
Default Value:
Dynamic Folder Path
Example:
  • MyFolder1/Sample3.doc
  • 00l0K000001GKA5

Recursive

Function:
Specifies if the activity's action — such as copy, upload, or delete — is recursive. In other words, it specifies if the activity does the action again in the subfolders of the target location
Accepted Values:
  • Deselected - The activity does the action only on the files in the specified source folder. There is no effect on files in subfolders.
  • Selected - The activity does the action on the files in the specified source folder, as well as the files in the subfolders.
Default Value:
Deselected