Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Start

Start

You can define the following Start properties for a guide:
Property
Description
Applies To
The type of object associated with the guide. The objects that display in this list are the process objects you defined separately, or generated in a defined connection. Drill-down in the list to see process objects and connections, and then select one of these items. Select a process object only if the guide will be embedded in another guide.
To change the Applies To property of a published guide, you must first unpublish the guide. Then, change the Applies To property and republish the guide
Choose
Any
if you do not want to associate the guide with a specific object. When you select this option, the guide does not automatically have access to an object's fields. Use this object type when a guide creates a new object and does not access information within existing objects.
If you run a guide, the
Applies To
setting must be either
Any
or a specific object in a service, but not a process object.
Run As
(Salesforce only)
For Salesforce only, you can choose whether to run the guide as the
Current User
or
System
.
Choose Current User if the guide should have the same privileges as the user who is running it.
Choose System if the guide should have system-level permissions to enable actions that the guide user may not otherwise be able to access. For example, if a user does not have access to account objects and the guide is running as System, the guide can still access the account objects to the extent needed to run the guide.


Updated February 11, 2021