In this section, we will guide you through setting up a Salesforce storage profile in docuWeaver.
Before proceeding to the next step, it's important to set up named credentials for Salesforce in your org.
Reference: Connect Salesforce Orgs using Auth Provider
Steps to set up Salesforce Storage Profile
Start by creating a storage profile.
Reference: How to create a new storage profile?
Fill the details as mentioned in the table below.
Input Name | Description |
|---|---|
Storage Type | Enables users to select from various storage platforms where attachments can be uploaded. Reference: Storage Profiles supported in docuWeaver |
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 unchecked, user can not have file versioning for attachments uploaded. Reference: Maintain File Versioning |
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. |
Click on
Savebutton.Here, your storage profile of
Salesforceis created.
