Add an Attachment to a Salesforce Entity

Add Attachment to Entity Configuration Screen

Prerequisites

• Create an access token for your Salesforce application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Salesforce tab.
     2. On the Salesforce tab, drag the Add Attachment (Salesforce) activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Add Attachment to Entity Configuration screen, click Add Attachment .

Procedure

1. On the Add Attachment to Entity Configuration screen, in the Salesforce field, select your Salesforce access token.

   To create a new access token, click Add Token . For more information, refer to New Salesforce Access Token.

2. Complete these fields as necessary.

   Field Name	Definition
   Parent Entity ID	Function: Specifies the ID of the entity associated with your attachment. Accepted Values: A valid entity ID. Default Value: None Accepts Process Data Variables: Yes
   File Path	Function: Specifies the location of the attachment file. Accepted Values: An absolute path and file name on the AgilePoint Server or SharePoint Server. Note these: The file size must be less than 5 MB. Only one attachment is supported. Default Value: None Accepts Process Data Variables: Yes Example: c:\My Documents\sample1.doc ${HomeDirectory}\sample2.doc http://demo3:8000/DocumentLib1/sample3.doc

3. (Optional) If you want to limit access to the note, select Is Private.

   Field Name	Definition
   Is Private	Function: Specifies who can access an item. Accepted Values: Selected - Only the owner and administrators can access the item. Deselected - Everyone can access the item. Default Value: Deselected Accepts Process Data Variables: No

4. (Optional) To store the attachment ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Attachment ID in Custom Attribute or Schema.

   Field Name	Definition
   Store the Response Attachment ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains your attachment ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Add Attachment (Salesforce) activity
• Configure General Options for a CRM Activity
• Process Data Variables