Configure General Options for a CRM Activity

General Configuration Screen

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 a CRM activity:
     1. In the Process Builder, in the Activity Library, open your tab.
     2. On your tab, drag any CRM activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.

Procedure

1. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process.
2. (Optional) In the Description field, enter more than one line of text description for your activity.
3. (Optional) In the Connection Timeout (Seconds) field, specify the time limit, in seconds, for the session to complete the activity.

RelatedTopics

• Add Attachment (Salesforce) activity
• Add Note (Salesforce) activity
• Change Multi Ownership activity
• Change Ownership (Salesforce) activity
• Convert Lead (Salesforce) activity
• Create Entity (Salesforce) activity
• Create Folder (Salesforce) activity
• Create Multiple Entities (Salesforce) activity
• Create Task activity
• Delete Attachment (Salesforce) activity
• Delete Entity (Salesforce) activity
• Delete Multiple Entities (Salesforce) activity
• Download Attachment activity
• Download Document activity
• Query Advanced Entity activity
• Query Entity (Salesforce) activity
• Send Salesforce E-mail activity
• Update Entity (Salesforce) activity
• Update Multiple Entities (Salesforce) activity
• Upload Document activity
• Upsert Entity (Salesforce) activity
• Add Attachment (Dynamics CRM) activity
• Add Note (Dynamics CRM) activity
• Change Ownership (Dynamics CRM) activity
• Convert Lead (Dynamics CRM) activity
• Converter (Dynamics CRM) activity
• Create Association (Dynamics CRM) activity
• Create Connection (Dynamics CRM) activity
• Create Entity (Dynamics CRM) activity
• Create Multiple Entities (Dynamics CRM) activity
• Delete Attachment (Dynamics CRM) activity
• Delete Entity (Dynamics CRM) activity
• Delete Multiple Entities (Dynamics CRM) activity
• Query Entity (Dynamics CRM) activity
• Send E-mail (Dynamics CRM) activity
• Set Status (Dynamics CRM) activity
• Set Status Multiple Entities activity
• Update Entity (Dynamics CRM) activity
• Update Multiple Entities (Dynamics CRM) activity
• Upsert Entity (Dynamics CRM) activity
• Process Data Variables