Salesforce is a CRM software suite from Salesforce.com. (Salesforce offers software products and services other than CRM. However, within the AgilePoint NX documentation, "Salesforce" usually refers to the Salesforce CRM service.)
Integrations and Connectors
AgilePoint NX integrates in these ways with Salesforce:
- AgilePoint NX App for Salesforce
- Activities in Process Builder
- Lookups in eForm Builder
- Data source for process-based apps
- Data source for form-based apps
- Document repository for process-based apps
- Document repository for eForms
- Access tokens
AgilePoint NX App for Salesforce
The Dashboard is a Salesforce App that lets you use the AgilePoint Work Center (Classic) in Salesforce. AgilePoint NX Salesforce Dashboard lets you manage your AgilePoint tasks and processes, from Salesforce.
For more information, refer to:
Activities in Process Builder
An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.
The following activities are available for Salesforce:
- Add Attachment
- Add Note
- Approve Task
- Change Multi Ownership
- Change Ownership
- Convert Lead
- Create Record
- Create Folder
- Create Multiple Records
- Create Task
- Delete Attachment
- Delete Record
- Delete Multiple Records
- Download Attachment
- Download Document
- Query Advanced Records
- Query Records
- Reject Task
- Send Salesforce Email
- Submit Approval Process
- Update Record
- Update Multiple Records
- Upsert Record
For more information, refer to the process activities for Salesforce in Process Builder.
For more information, refer to:
Lookups in eForm Builder
A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.
For more information, refer to Salesforce Auto-Lookup configuration.
This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.
Data Source for Process-Based Apps
For more information, refer to Process-based app data source.
Data Source for Form-Based App
For more information, refer to Form-based app data source.
Document Repository for Process-Based Apps
- Document repositories are used for these process activities.
- Add Attachment (Salesforce) activity
- Adobe Sign Create Agreement activity
- Adobe Sign Agreement Document Download activity
- Analyze Image activity
- Create Ticket activity
- Create Ticket Comment activity
- Create User (Zendesk) activity
- Document Transfer activity
- DocuSign eSign Request activity
- DocuSign eSign Document Download activity
- Download Attachment activity
- Excel Read (Document) activity
- Excel Write (Document) activity
- Export App activity
- Face Recognition activity
- Generate a Barcode Image
- Generate Thumbnail from Image activity
- Import App activity
- Microsoft PowerPoint activity
- Microsoft Word activity
- PDF Converter activity
- Read a Barcode Image
- Read Excel Table activity
- Read Handwritten Text from Image activity
- Read JSON activity
- Read Text in Image activity
- Read XML activity
- Sertifi eSign Request activity
- Sertifi eSign Document Download activity
- Update User (Zendesk) activity
- Write Excel Table activity
Document Repository for eForms
You can create access tokens for Salesforce.
An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.
For more information, refer to Access Token for Salesforce.
- Enable Salesforce Authentication
- Salesforce tab - Process activities
- Salesforce Auto-Lookup configuration
- Access Token for Salesforce
- Add an Authentication Type
- My Process Is Missing Data from an External System
- My Process Stops on an Activity that Connects to an External System
- Salesforce Chatter tab - Process activities
- Create or Change a Chatter Template in the App Builder
- Chatter Hashtag AgileConnector - AgilePoint NX OnPremises or AgilePoint NX Private Cloud. Chatter hashtags.
- AgilePoint NX Dashboard for Salesforce (For v7.0 and higher, this feature is available only for AgilePoint NX OnPremises or AgilePoint NX Private Cloud)
- Install and Configure the AgilePoint NX App for Salesforce (For v7.0 and higher, this feature is available only for AgilePoint NX OnPremises or AgilePoint NX Private Cloud)
- Use the AgilePoint NX Salesforce App (For v7.0 and higher, this feature is available only for AgilePoint NX OnPremises or AgilePoint NX Private Cloud)
- Salesforce Dashboard Procedures (For v7.0 and higher, the Salesforce option is available only for AgilePoint NX OnPremises or AgilePoint NX Private Cloud)
- Manage Center for Salesforce (For v7.0 and higher, this feature is available only for AgilePoint NX OnPremises or AgilePoint NX Private Cloud)
- Create a Form-Based App with a Salesforce Entity (Classic)
- Salesforce Data Source Configuration (New Process Model)
- Create an eForm for a Salesforce Form-Based App
- Form-Based App with a Salesforce Entity as a Data Source
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Video: Introduction and Overview
Video: Set up and Configuration
Video: Design the Process
Video: Salesforce Query and Second Form
Video: Add Conditions and Salesforce Actions
Video: Complete the Process
Video: Connect the App and Walkthrough
Video: AgilePoint NX App for Salesforce
Video: AgilePoint NX Salesforce Instillation
Video: Integrate AgilePoint NX App into Salesforce
Video: Show Data from Salesforce on an eForm
Use these links to find third-party vendor documentation for Salesforce:
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