Search Results

Configuring a Process

After creating a project, an empty process is created. You can add activities to the empty process to complete a task.


  1. Select an activity from the Palette view and drop it in the Process editor. For example, select the Timer activity from the General Activities palette and drop it in the Process editor.

  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.