Sales2CM User Manual 2.0.11

GENERAL

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

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 on 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

The appearance tab allows you to control general appearance settings for the application.

EMAIL NOTIFICATIONS

The Email Notifications page allows you to specify the mail settings for Sales2CM.

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.

CONTENT MANAGER

On the Content Manager tab you can configure the following settings:

SALESFORCE

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

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

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}

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

The modal will appear with all settings. Required settings will contain a red asterisk *

7. If Conditional is selected, then the folder will only be created if the relevant conditional object is created on Salesforce. If Conditional is selected you must select the relevant Salesforce object.

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

9. All mandatory folder properties will display with a red asterisk. 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 on the Remove button to remove a field mapping
    

12. To update the current Folders settings, click on the Save button
    ![2021-08-27_9-24-07.jpg](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-

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

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

15. To save the folder structure, click on the Save button
    

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 on the Remove button to remove a field mapping (if required)
   

4. To save the Record configuration, click on 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. To remove a field mapping click on the Remove button
   

4. Clickon the Save button to update and changes
   

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 on the Remove button to remove a field mapping (if required)
   

3. To save the account field mappings, click on 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.

To remove a field mapping click on the Remove button

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

CONDITIONAL OBJECTS

The following conditional objects are provided by Sales2CM for capturing into Content Manager:

• Campaign
• Case
• Contact
• ContractLineItem
• Entitlement
• Lead
• LiveChatTranscript
• Opportunity
• Quote
• QuoteLineItem
• ServiceAppointment
• ServiceContract
• Task
• WorkOrder
• WorkOrderLineItem.
• Any custom objects created in Salesforce

To add more conditional objects that are not a part of the above list the following can be completed.

1. Navigate to Salesforce and click on the Setup icon

2. Search for "Objects" and click on the Object Manager

3. Find the object type that you want to be captured with Sales2CM, take note of the object's API Name
   

4. Navigate to where Sales2CM is installed > App_Data .

5. Edit the ConditionalObjects.json file
   

6. Add the new conditional object's API Name to the list. Ensure to add " " around the API Name, and add a ',' to the last object before highlighted in yellow

7. Save the file. Complete an app pool restart to ensure the latest changes have been added to Sales2CM

8. The option will now be available to be chosen from the Conditional Object dropdown in Sales2CM.

RECORD DISPLAY WITHIN SALESFORCE

If this functionality has been set up in Salesforce, a document window will display any created folder structure and its records in Content Manager.

Folders with '+' can be expanded to see any contained records.

Records highlighted blue when clicked will download the record.

Clicking on the Pencil Icon will open the record using CM Launcher (please ensure this is installed on your computer prior to use).

The search bar allows for searching for any records within the account display.