Salesforce

Salesforce is a CRM software suite from Salesforce.com. (Salesforce offers software products and services other than CRM. However, within the AgilePoint NX documentation, "Salesforce" usually refers to the Salesforce CRM service.)

Integrations and Connectors

AgilePoint NX integrates in these ways with Salesforce:

  • AgilePoint NX App for Salesforce
  • Activities in Process Builder
  • Authentication
  • Lookups in eForm Builder
  • Data source for process-based apps
  • Data source for form-based apps
  • Document repository for process-based apps
  • Document repository for eForms
  • Access tokens

AgilePoint NX App for Salesforce

The Dashboard is a Salesforce App that lets you use the AgilePoint Work Center (Classic) in Salesforce. AgilePoint NX Salesforce Dashboard lets you manage your AgilePoint tasks and processes, from Salesforce.

For more information, refer to:

Figure: AgilePoint NX App for Salesforce screen

AgilePoint Salesforce Dashboard screen

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.

Authentication

You can use Salesforce to authenticate and sign in to AgilePoint NX Portal .

For more information, refer to:

Figure: Authentication Configuration screen

Authentication Configuration screen

Sign In With screen

Lookups in eForm Builder

You can create lookups for Salesforce in eForm Builder and form-based apps.

A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.

For more information, refer to Salesforce Auto-Lookup configuration.

Figure: A drop-down list populated from a lookup

A drop-down list populated from a lookup
Figure: Sample lookup configuration screen

Configure Lookup Screen

This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.

Data Source for Process-Based Apps

You can use Salesforce as a primary data source for your process-based app. A primary data source provides a default data model for your app.

For more information, refer to Process-based app data source.

Figure: Salesforce Configuration > Configuration tab

Salesforce Configuration Configuration tab

Data Source for Form-Based App

You can use Salesforce as a primary data source for your form-based app. A primary data source provides a default data model for your app.

For more information, refer to Form-based app data source.

Figure: Salesforce Configuration > Configuration tab

Salesforce Configuration Configuration tab

Document Repository for Process-Based Apps

Salesforce can be as a file document repository in a process-based app. There are many activities that let you upload and download files from various third-party repositories.

Figure: Sample file transfer repository configuration screen

Sample file transfer repository configuration screen

Document Repository for eForms

Salesforce can be as a document repository to upload and download files in eForms. In an eForm or form-based app, file transfer is handled with the File Upload form control.

Figure: Sample file repository for eForm configuration screen

Sample file repository for eForm configuration screen

Access Tokens

You can create access tokens for Salesforce.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Salesforce.

Figure: Salesforce Access Token Configuration screen

Salesforce Access Token Configuration screen

Related Topics

Examples

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?

Video: Introduction and Overview

Video: Set up and Configuration

Video: Design the Process

Video: Salesforce Query and Second Form

Video: Add Conditions and Salesforce Actions

Video: Complete the Process

Video: Connect the App and Walkthrough

Video: AgilePoint NX App for Salesforce

Video: AgilePoint NX Salesforce Instillation

Video: Integrate AgilePoint NX App into Salesforce

Video: Show Data from Salesforce on an eForm

Salesforce Documentation

Use these links to find third-party vendor documentation for Salesforce:

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Keywords

Salesforce account, Salesforce, authentication, credentials, login, log in, logon, log on, sign in, sign-in, security, credential, account, sign on, sign-on, CRM, CRM integration, customer relationship management