Data mapping tab contains the list of data mapping configured in your SalesForce instance
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functionality allows you to automatically update a field value from Salesforce and eSAW and vice-versa.
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| - Data Mapping Tab.
- Configured Data Mapping List.
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Configure a new Data Mapping:
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Steps to follow to configure a new data mapping:
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- Define data mapping properties and click the 'Save' button:
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Starting new data mapping creation:
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Data mapping name: the - name that identify your data mapping.
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Object: the - The Salesforce object that you what to map eSAW.
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- Click 'Add' button to configure a new data mapping from a Salesforce object to eSAW document.
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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.
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.
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- Configure the field that you want to map from eSAW document to Salesforce object and press 'Save' button:
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| - 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
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ENVELOPE FIELD NAME: this is the - id of the field in eSAW document.
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SALESFORCE FIELD: this is the name 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.
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OVERWRITE: if this option is selected, the value in Salesforce object field will be overwritten