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Data mappig tab contains the list of data mapping configured in your SalesForce instanceImage Removedmapping functionality allows you to automatically update a field value from Salesforce and eSAW and vice-versa.

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Description

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  1. Data Mapping Tab.
  2. Configured Data Mapping List.


Configure a new Data Mapping

...

  • Click the 'New' button.

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

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Using this sample data mapping configuration, creating an envelope from a contact (parent object), the title of the contact will be used to fill the textbox 'title1' field in eSAW envelope. After the user changes the title1 field value during the eSAW envelope completition, after the status will be updated in Salesforce connector, the title of the Salesforce contact will be updated from the value updated in eSAW document by signer.

Steps to follow to configure a new data mapping:

  • Starting new data mapping creation:

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    1. New Data Mapping Button


  • Configure the new Data Mapping:

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    1. The
  • Data mapping name: the
    1. name that identify your data mapping.
  • Object: the
    1. The Salesforce object that you what to map eSAW.
  • Click ìAdd' button to configure a new data mapping from Salesforce to eSAW document

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    1. Save Button


    • Configure the field that you want

    to map and press 'Save' button:

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    • to map

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      1. Tab to map Salesforce object to eSAW document.
      2. Tab to map eSAW document to Salesforce object
      3. Add new field data mapping.
      4. The
  • SALESFORCE FIELD: this is the
      1. name of the field of chosen SalesForce object that you want to map.
  • ENVELOPE FIELD NAME: this is the
      1. The id of the field in eSAW document.
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  • ENVLEOPE FIELD ELEMENT: this is the
      1. The type of the field in eSAW document.
  • DOCUMENT NUMBER: this is the
      1. The number of the document uploaded in the envelope that contains the field that you want to map.
      2. Save button.