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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.