Salesforce sObject & Custom sObject Configuration

Using the T4S Admin Object Settings page*, you can configure which Salesforce sObjects or custom objects T4S should interact with, and all the Content Manager properties that should be used when creating new Containers and the properties when transferring Salesforce Files and Attachments into a Container.

There is also the ability to separate object configurations by Salesforce Record Type so that each Record Type for an object has its own T4S configurations and Content Manager specification properties.

These settings are far more efficient for bulk operations, allow easy configuration and modifications, and are recommended over using code to pass in meta-data and Content Manager specification properties to the T4S Server.

Configuration Overview

A Salesforce sObject or custom object setting comprises 4 parts.

• sObject Setting.

  • This setting will identify the sObject or custom object, and contains the generic configuration.

• Container Properties

  • These are the settings that should be used to create or update any Content Manager Containers mapped to the sObject.

• Trim Record Properties

  • These are the settings that should be applied to any Salesforce File or Attachment that will be associated with the sObject

• sObject Record Type Settings

  • These are the settings that should be used for identified Record Types, that will override the default sObject settings.

  • The sObject Record Type Settings can have their own individual customised Container Properties and Trim Record properties, that should be used and override the default properties.

sObject Setting Example

This example shows how to set up T4S configuration for the Salesforce Case sObject.

From the T4S Admin Server page, click the “Related“ tab, and then click the “New” button to create the Case Setting.

Setting Form Fields

• Trim Setting Name:
  e.g. Case

• Trim sObject Container Uri:
  This will be the default Content Manager Container where the Case Container should be created.
  If the Case Container should be created under a parent Container i.e. Account Container or Contact Container, then the Container Specification Property created later on can override this default Container Uri field.

• sObject Name:
  The API name for the sObject

• sObject Prefix:
  Optional field that will be automatically filled on when the Setting is saved.

• Sub Container Record Type Name:
  The default Content Manager Container Record Type e.g. Folder
  A Uri can be used if required, and this field can also be overridden by the Container Speciation Property record.

• Auto Add File Or Attachment:
  Selecting this check box will cause T4S to run its internal triggers to create a Trim Record for every File or Attachment that is associated with the configured sObject.
  If you only need to create Trim Records from Files and Attachments added to certain Cases or Case Types, then leave this field unchecked, and implement your custom trigger code.
  e.g. See Create T4S Trim Records Programaticly

• Enable Sub Containers:
  T4S will not automatically create Content Manager Containers out of the box, as there are too many sObjects and custom objects to cater for, as well as the custom logic to determine if and when a Container should be created.
  You will be able to use this field within your own trigger code to check if a Container should be created or not.
  e.g. See Create Bulk Containers From Salesforce

• Container Specification Property
  T4S installs with a single Container Specification Property record you can use to start with.
  Use this example Specification Property record to start with, and then follow the example Case Specification Property instructions and configurations.

• Record Specification Property:
  T4S installs with a single Trim Record Specification Property that you can use to start with, and then edit or create your own later on.

NEXT:
Container Specification Property Set example.

* The T4S Admin Object Settings Page is found by searching for “Trim“ within the Salesforce App Launcher menu and navigating to the T4S Admin Trim Server page. Then click on the “Related“ tab to create or edit a T4S Custom Setting record.