Find Contact activity
An activity that finds a contact in Microsoft Outlook.
![Find Contact activity](images/cloudenvShapeFindContact.jpg)
Configure the Find Contact activity
To configure the Find Contact activity, do the procedure in this topic.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Exchange Server tab.
- On the Exchange Server
tab,
drag the Find Contact
activity onto your process.
General Configuration
Specifies the basic settings for the Find Contact activity.
![General Configuration screen](images/cloudenvSystemBasicConfigurationWinFindContactExchangeServer.jpg)
Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Find Contact Configuration
Specifies the configuration to find a contact.
![Find Contact Configuration screen](images/cloudenvFindContactConfigWin.jpg)
Fields
Field Name | Definition |
---|---|
Exchange Server |
|
Create |
|
Search By |
|
Email/Contact ID |
|
First Name |
|
Last Name |
|
Email ID |
|
Email Display Name |
|
Mobile |
|
Business Phone |
|
Company Name |
|
Department |
|
Contact ID |
|