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

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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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    • Data mapping name: the name that identify your data mapping.
    • Object: 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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  • Configure the field that you want to map and press 'Save' button:

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    • 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.
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    • ENVLEOPE 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.