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Salesforce Connect

With Salesforce Connect, you can synchronize your DMS documents as an external object in your Salesforce environment.

You need to perform the following steps for the synchronization:

  1. Set up the external data source

  2. Create and synchronize the external object

  3. Allow reports from the external object (optional)

Setting up an external data source

In order to synchronize an external object for your DMS documents, you must first set up an external data source.

This is how it works 

  1. Open Setup > Integrations > External Data Sources.

  2. Click New External Data Source.

  3. Enter a label and a name for your external data source.

  4. Select the type Salesforce Connect: Custom - dvelop_docs_dev.DataSourceProvider.

  5. Click Save.

Creating and synchronizing an external object

In order to make your DMS documents available in Salesforce, use an external data source to create an external object that represents the structure of your documents.

This is how it works 

  1. Open Setup > Integrations > External Data Sources.

  2. Open your external data source.

  3. Click Add.

  4. Click Validate and Sync.

  5. Select the Document table for synchronization.

  6. Assign a name and the label. Under Name Field, you can select filecaption by default.

  7. Click Synchronization.

Linking an external object with other Salesforce objects

External objects can be linked with other Salesforce objects using lookup relationships. You can then use your external object as normal in page layouts, Lightning data record pages and other areas.

This is how it works 

  1. Open Setup > Integrations > External Objects.

  2. Open your external object.

  3. Select a synchronized field that you want to convert to a lookup relationship. You must enter the ID of a Salesforce data record in the field value or property value of the document. Otherwise, a relationship cannot be established between an external data record and other data records.

  4. Click Edit > Change Field Type.

  5. In the Reference to selection box, select the Salesforce object that is to be linked with a data record via the field value. If the field value contains, for example, the ID of account data records, select Account as the object.

  6. Click Next.

  7. Optional: Enter a name in Child Relationship Name.

  8. Click Save.