PLM

ModuleTypeDescription

Propel

CloseSource

Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run

CloseTarget

Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run

ConvertLead

Converts a Lead into an Account, Contact, or (optionally) an Opportunity.

DeleteRecord

Deletes the specified target record

DownloadAttachment

Downloads the attachment or attachments associated with a specific object

DownloadDocument

Downloads the selected document or documents

ExecuteStatements

Executes custom SQL statements on a data source

GetNextRecord

Gets the next record from the specified source connection

GetUserInformation

Retrieves personal information for the user associated with the current session.

InitializeDeletedSource

Initializes a source of deleted records within the given timespan for the specified object. Records can be iterated using the GetNextRecord activity.

InitializeSource

Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.

InitializeTarget

Initializes a connection for saving output data records.

InitializeUpdatedSource

Initializes a source of updated records within the given timespan for the specified object. Records can be iterated using the GetNextRecord activity.

LookupRecord

Gets a specific record from a data source

MapRecordFields

Sets the values of the specified DataFields in a target connection

Merge

Combines up to 3 records of the same type into 1 record.

SaveRecord

Saves the specified target record - (Insert, Update, Upsert, Skipsert)

Undelete

Restores a deleted record from the RecycleBin

UploadAttachment

Uploads an attachment and associates it with an object in Propel

UploadDocument

Uploads a document in Propel

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