Data mapping tab contains the list of data mapping configured in your SalesForce instance
Data mapping
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functionality allows you to automatically update a field value from Salesforce and eSAW and vice-versa.
Configure a new Data Mapping:
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.
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- Define data mapping properties and click the 'Save' button:
- Data mapping name: the name that identify your data mapping.
- Object: 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.
- Configure the field that you want to map and press 'Save' button:
- 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.
- 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.
- Configure the field that you want to map from eSAW dovument to Salesforce object and press 'Save' button:
- 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.
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