Data mappig mapping tab contains the list of data mapping configured in your SalesForce instance
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Data mapping functionnality allow you to automatically update a field value from Salesforce and eSAW and vice-versa.
Configure a new Data Mapping:
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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'Add' button to configure a new data mapping from a Salesforce object 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.
- Click 'DOCUMENT→ SALESFORCE' and 'Add' button to configure a new data mapping from eSAW document to a Salesforce object.
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- Configure the field that you want to map from eSAW dovument to Salesforce object and press 'Save' button:
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- ENVELOPE FIELD NAME: this is the id of the field in eSAW document.
- SALESFORCE FIELD: this is the name of the field of chosen SalesForce object that you want to map.
- 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.