Create a Folder in Salesforce

Create Folder 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 Create Folder activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Create Folder .

Procedure

1. On the Create Folder 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. In the Folder Name field, enter a name for your folder.
3. Complete this field as necessary.

   Field Name	Definition
   Folder Unique Name	Function: Specifies the unique name of a folder. Accepted Values: A valid unique name of a folder. The name must start with a letter. You can use text with a letter, number, and underscore (_). The name cannot end with an underscore or have two underscores one after the other. Default Value: None Accepts Process Data Variables: Yes
   Public Folder Access	Function: Specifies the folder access rights. Accepted Values: ReadOnly - The Salesforce user can see the folder but cannot change the folder contents. Read/Write - The Salesforce user can change the folder contents. Default Value: None Accepts Process Data Variables: Yes

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

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

RelatedTopics

• Configure General Options for a CRM Activity
• Create Folder (Salesforce) activity
• Process Data Variables