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Salesforce Operations

This section will describe how to work with specific Salesforce functions via the SOAP API.

Find Or Create Salesforce (EOS) Folder

  • Each Salesforce object has a related folder in SpringCM based on Salesforce metadata, and the configured folder path and folder name.
  • A utility Apex class within our SpringCM Salesforce package helps retrieve this information.

Migrating Salesforce Attachments to SpringCM

  • The API can move documents from a Salesforce object attachment into SpringCM. All attachments will migrate together and will become SpringCM content in the related SpringCM folder.
  • Attachments are not removed from Salesforce as a part of this operation.