Sales2CM User Manual 1.2.7

GENERAL

1. Navigate to the Sales2CM site
2. On the Admin tab you can configure the following settings:
   

FUNCTIONALITY	DESCRIPTION
IMPORT/EXPORT SETTINGS	Export existing configuration settings or import previously configured settings. See the EXPORTING AND IMPORTING SETTINGS section of this guide.
DOWNLOAD LOGS	Download a zip file containing all the Sales2CM log files
WHITELIST ADMIN ACCESS	This field allows you to whitelist Content Manager users who are not an Administrator or Records manager to allow them access to Sales2CM's admin section.
DATASET ID	The two-digit dataset identifier of the Content Manager Dataset you wish to connect to
WORKGROUP SERVER NAME	The Content Manager Workgroup Server name. IMPORTANT: The workgroup server value must be set to local this is required so that Sales2CM can perform impersonation and all CM Access Controls are applied to displayed records
TEMP PATH	The folder Sales2CM will use to store temporary files

3. To save the settings on this tab, click Save
   

EXPORTING AND IMPORTING SETTINGS

You can either export the current configuration settings or import existing settings using the buttons below.

EXPORTING SETTINGS

To export Sales2CM's current settings, click the Export Settings button. This will automatically download the zip file containing the Sales2CM configuration files. These files can be imported back into Sales2CM when required.

IMPORTING SETTINGS

To import existing settings, follow the steps below.

1. Click the Import Settings button
   

2. Select the files previously exported with Sales2CM (or copied out of the Sales2CM App_Data folder) then click Open. Multiple files can be selected by holding down the SHIFT or CTRL key
   

3. A success message will appear once the settings files have been updated and the admin page will reload shortly after to update the settings

APPEARANCE

EMAIL NOTIFICATIONS

The Email Notifications page allows you to specify the mail settings to allow Sales2CM to send automated license expiry emails to the specified email addresses

LICENSE

The license tab allows you to view details about the existing license and upload a new license if required. For steps on updating the license please see the dedicated SALES2CM LICENSE UPDATE guide.

CONFIGURATION

1. On the Configuration tab you can configure the following settings:

2. To save the settings on this tab, click Save
   

ACCOUNT, CONTACT AND PUSH TOPIC CHANNEL NAMES

When providing the value for the Account and Contact Push Topic Channel Name fields in Sales2CM, ensure that these channels don't already exist in Salesforce.

To check for existing channel names:

1. Navigate and log into the Salesforce workbench (You must enable the I agree to the terms of service checkbox
   

2. On the queries dropdown, click Streaming Push Topics
   

3. The Push Topic dropdown will contain a list of current Channels. If you wish to use an existing channel for Sales2CM, ensure that the case for letters exactly match those in Salesforce as the channel names are case sensitive.
   

If you wish to delete an existing channel:

1. On the Streaming Push Topics page, select the channel to delete in the Push Topic dropdown
   

2. Click Details
   

3. Click Delete
   

4. You will get this notification after your channel has been successfully deleted
   

FOLDERS

1. On the Folders tab, you can define the folder structure that should be created in Content Manager for each account that is created in Salesforce
   

2. For each folder, select the record type from the dropdown box in the Record Type column

3. You can add extra folders by clicking the Add Level button
   

4. Enter the folder's title in the Title column
   

To include an account field in the title, include the field name within {}, e.g. {Name}
If the folder is a conditional folder (other than the account folder), you can include fields from the object in the title by prefixing the field with the object title and '.' e.g. {Case.Subject}

5. Click on the Settings icon to configure additional settings for the folder selected. This will open a modal window
   

7. If Conditional is selected, then the folder will only be created in response to a notification from the selected topic channel. If Conditional is selected you must also enter a topic channel name and select the relevant Salesforce object. The topic channel name cannot be greater than 25 characters and can only contain the following characters: A-Z, a-z, 0-9, '.', '-' and '_' . This will make the fields of the selected object available for mapping to CM fields. Sales2CM will create and subscribe to the topic channel.

8. Select which folder that emails from Salesforce should be transferred into
   

9. Within the Folder Properties section, all mandatory folder properties will display. These must be populated to successfully create a folder.
   

10. You can set folder additional fields to values from Salesforce objects by mapping these fields. Select a Salesforce field and a Content Manager field to map them.
    

11. You can click the Remove button to remove a field mapping
    

12. To update the current Folders settings, click Save
    

13. To close the Folders window and revert all changes, click Close
    

14. To remove an entire folder from the structure, click the Remove button
    

15. To save the folder structure, click Save
    

DOCUMENTS

On the Documents tab, you can configure the record metadata used when transferring account and case files from Salesforce to Content Manager.

1. Under Document Record Type Field, select the Record Type. Selecting a record type will display any mandatory fields associated with the record type
   

2. Select a Salesforce field and a Content Manager field to map them together
   

3. Click the Remove button to remove a field mapping (if required)
   

4. To save the Record configuration, click the Save button
   

EMAILS

On the Emails tab, you can configure the record metadata used when transferring emails from Salesforce to Content Manager.

1. Under Document Record Type Field, select the Record Type. Selecting a record type will display any mandatory fields associated with the record type
   

If you would like to use the same Record Type configuration that is used for documents, enable the "Use document record type configuration" option

2. Select a Salesforce field and a Content Manager field to map together
   

3. You can click the Remove button to remove a field mapping.
   

4. To save the Record configuration, click the Save button
   

ACCOUNTS

On the Accounts tab, you can map values from Salesforce Account objects to fields on the related organization locations in Content Manager.

1. Select a Salesforce field and a Content Manager field to map
   

2. Click the Remove button to remove a field mapping (if required)
   

3. To save the account field mappings, click the Save button
   

CONTACTS

On the Contacts tab, you can map values from Salesforce Contact objects to fields on the related person locations in Content Manager.

1. Select a Salesforce field and a Content Manager field to map
   

2. Under Contact Id Field, select the Content Manager field to store the Contact Id from salesforce.
   You can click the Remove button to remove a field mapping.
   

3. To save the contact field mappings, click the Save button