Data Mapping Configuration - User Guide - SalesForce Connector

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

Data mapping functionnality  allow you to automatically update a field value from Salesforce and eSAW and vice-versa.

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 '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.