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)
- Save the link.