Upload Document activity
An activity that uploads a document to Salesforce.
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Configure the Update Multiple Entities activity
To configure the Upload Document activity, do the procedure in this topic.
Examples
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.
- Do one of these:
General Configuration
Specifies the basic information for a CRM activity.
Screen
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Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
|
Upload Document Configuration
Specifies how to upload your document to Salesforce.
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Fields
Field Name | Definition |
---|---|
Salesforce |
|
Create |
|
Document Name |
|
Document Description |
|
Document File Path |
|
Select Folder |
|
Folder ID |
|
Store the Document ID in Schema Node |
|