Download Document from Salesforce

Download Document 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 Download Document activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Download Document Configuration screen, click Download Document .

Procedure

1. On the Download Document 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
   Document ID	Function: Specifies the ID of your document. The document ID is supplied by Salesforce. The document ID is an identifier used to track a uploaded document. Accepted Values: A valid document ID. Default Value: None Accepts Process Data Variables: Yes
   Local Path	Function: Specifies the location of the file system folder on the local computer where the activity does an action, such as uploading or downloading files. This setting gives the source location for the files to be uploaded and the target location for the files to be downloaded. Accepted Values: A file path relative to the AgilePoint Server application's root directory. Default Value: None Accepts Process Data Variables: Yes Example: If AgilePoint Server is installed at: c:\Inetpub\wwwroot\AgilePointServer\ And, the file once downloaded is to be located at: c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt Then, the LocalPath property must be set to the following value: files If AgilePoint Server is installed at: c:\Inetpub\wwwroot\AgilePointServer\ And, the file once downloaded is to be located at: c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt Then, the LocalPath property must be set to the following value: files\temp

3. (Optional) To use the document ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Document ID in Custom Attribute or Schema.

   Field Name	Definition
   Store the Document ID in Schema Node	Function: Specifies the process data variable that contains the document ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a CRM Activity
• Download Document activity
• Process Data Variables