This is a tutorial on how to customize your folder paths in the Egnyte for Salesforce integration. The feature allows you to complete control in how to set up the folder structure in the Salesforce integration.
We will walk through a common configuration of setting an Account with a custom path.
Default Folder Path
1) The option to choose your Default folder path is located under the Egnyte Sync Configuration for each specific object.
Check if "Is Default Folder Path" is checked as it is recommended. The default path is under
/Shared/Salesforce.com/<Object Name>/<2 Letter Hash of Record Name>
So, for Example of an Account name ACME Company would place the path as /Shared/Salesforce.com/Account/AC
The 2 letter hash is created for performance purposes as Egnyte has a 50,000 subfolder limitation and is recommended so you do not need to remap and undo if you run out of the limits over time. Do take this to account when you are creating your own Custom Path with lots of Salesforce objects.
Customization Steps
2. Create a new custom field with Data Type Formula (please discuss with Salesforce Administrator about creating a Formula for Custom Field).
Example Sample Custom Paths:
- In some scenarios clients would want to just move the Folder from Salesforce.com to your own specific folder for example: /Shared/ACME/Accounts/<Account Record Name>
- The /Shared/ folder is already included in the creation of the folder you will only need to provide the path afterward
- You would then want to hardcode your value in the string to ACME/Accounts
- <Account Record Name> This is the name of the folder and is controlled by the Custom Folder Name variable and does not need to be put in this string.
- In another scenario you might want your Custom Path to be based on another variable, for example: /Shared/Accounts/<Account State>/<Account Name>
- The /Shared/ folder is already included in the creation of the folder you will only need to provide the path afterward
- You would then want to hardcode your value in the string to Accounts
- <Account State> - This would be added to a string using a formula that will grab the State for each account and concatenated to the Accounts word
- <Account Record Name> - This is the name of the folder and is controlled by the Custom Folder Name variable and does not need to be put in this string,
3. Go to Egnyte Sync Configurations to access the Account configuration object (is used for this tutorial).
4. On the Account Object (is used for this tutorial), choose the newly created Custom Field and Save.