Data mappig tab contains the list of data mapping configured in your SalesForce instance
Configure a new Data Mapping:
- Click the 'New' button.
- 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 ìAdd' button to configure a new data mapping from Salesforce 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.