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Designing a Process

Processes capture and manage the flow of business information in an enterprise between different data sources and destinations. You can design a process by using activities and adding conditions.

By default, an empty process is created when you create a project with the Create empty process check box selected. For more information, see Creating a Project.


  1. In the Process editor, select and drop an activity from the Palette view. For example, select and drop the Timer activity from the General Activities folder and the Salesforce Create All activity from the Salesforce folder.
  2. Click the icon to create links between the activities.
  3. Configure the added activities.
    Note: A Salesforce shared resource is required when configuring the Salesforce activities. See Creating a Salesforce Connection for more details on how to create a Salesforce connection.
  4. Click File > Save to save the process.