In this section, we will guide you through setting up a Salesforce storage profile in docuWeaver.
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Before proceeding to the next step, it's important to set up named credentials for Reference: Pre-requisites: Before setting up sharepoint as a storage server, you need to first configure Named Credentials. Below are reference links to guide you through the process of setting up Named Credentials. |
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Input Name | Description | ||
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Storage Type | Enables users to select from various storage platforms where attachments can be uploaded.
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Label | A user-friendly name for the storage profile being set up, used for easy identification within the application. | ||
Name | A unique identifier for the storage profile to ensure it is recognized uniquely throughout the org. | ||
Named Credentials | Specifies the URL of a callout endpoint to Note: User can use the named credential created for Salesforce as set up earlier in prerequisites section. | ||
Active | Specifies whether the storage profile is active and available for use. Note: If kept unchecked, user can not use the specific storage profile. | ||
Maintain Versioning | Indicates whether file versioning should be maintained for uploaded attachments. Note: If kept left unchecked, user can not have file versioning for attachments uploadedusers will not be able to upload and maintain multiple versions of files for attachments.
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Max File Size(kb) | Sets the maximum file size (in kilobytes) allowed for uploading attachments. | ||
Description | A brief explanation of the purpose of the storage profile being created. |
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