Organized Folder Structure on your Server

Please refer below steps to have organized folder structure:

  • Login to your Orektic account.
  • Click on Custom Link Manager from Tool menu.
  • Enter your Salesforce credential.
  • Select action to be performed on standard or custom Salesforce object. For e.g.: Attach

  • Enter the Folder parameter where the attachment will be stored on the server, this can use Salesforce merge fields tool.(Refer Fig: 1)
    Example: Orders/{!Order__c.Name}

  • Save the link.


                                                                                   Fig: 1