Data mapping tab contains the list of data mapping configured in your SalesForce instance

Image Removed

...

functionality allows you to automatically update a field value from Salesforce and eSAW and vice-versa.

Configure a new Data Mapping:

...

Steps to follow to configure a new data mapping:

• Click the 'New' button.

Image Removed

• Define data mapping properties and click the 'Save' button:

Image Removed

• Starting new data mapping creation:

  Figure	Description
  Image Added	New Data Mapping Button

  
  

• Configure the new Data Mapping:

  Figure	Description
  Image Added	The

Data mapping name: the

• name that identify your data mapping.

Object: the

• The Salesforce object that you what to map eSAW.

• Click 'Add' button to configure a new data mapping from a Salesforce object to eSAW document.

Image Removed

• Save Button

  
  

  • Configure the field that you want to map

  and press 'Save' button:

Image Removed

• • SALESFORCE FIELD: this is the name of the field of chosen SalesForce object that you want to map.
  • ENVELOPE FIELD NAME: this is the id of the field in eSAW document.
  • Image Removed
  • ENVELOPE FIELD ELEMENT: this is the type of the field in eSAW document.
  • DOCUMENT NUMBER: this is the number of the document uploaded in the envelope that contains the field that you want to map.
• Click 'DOCUMENT→ SALESFORCE' and 'Add' button to configure a new data mapping from eSAW document to a Salesforce object.

Image Removed

• Configure the field that you want to map from eSAW document to Salesforce object and press 'Save' button:

Image Removed

• • Figure	Description
    Image Added	Tab to map Salesforce object to eSAW document. Tab to map eSAW document to Salesforce object Add new field data mapping. The name of the field of chosen SalesForce object that you want to map. The

ENVELOPE FIELD NAME: this is the

• • id of the field in eSAW document.

SALESFORCE FIELD: this is the name

• • The type of the field

of chosen SalesForce object that you want to map.

• • in eSAW document. The

DOCUMENT NUMBER: this is the

• • number of the document uploaded in the envelope that contains the field that you want to map.

OVERWRITE: if this option is selected, the value in Salesforce object field will be overwritten

• • Save button.