In this section, we will guide you through setting up a Salesforce storage profile in docuWeaver.
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.
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.
