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Hi, everyone!

This time, we would like to introduce D3Worker's SERVICE "OPROARTS Live for Salesforce"!

This SERVICE is a DOCUMENT SERVICE that allows you to create forms the templates of which are for OPROARTS Connector with D3Worker.

For example, this SERVICE plays a role in the scenes where you have only generated forms with OPROARTS Connector but now want to integrate the templates you have used with email distribution or external services.
So, you don't need to create templates for ViewFramer/D3Worker from scratch again!

How to set up SERVICE

From here on, we are going to explain the details of settings.
Use "OPROARTS Live for Salesforce" for SERVICE.

service_liveffb.PNG

* If this SERVICE doesn't exist in your current D3Worker tenant, please inquire of OPRO's support team.

whole_settigns.PNG

 

Each input field is described below.

Item Name Description Must
URL

Cloud service URL to create form templates
(You usually don't need to change this value)

 〇
Session ID

In Salesforce, connection information called "Session ID" for each user is issued when you log in to a system. It is issued every time you log in and deactivated when you log out or a session is disconnected. A session ID's value may change dynamically. See this page about the details of session.

  
User ID

A unique key that identifies users logging in to Salesforce
User information registered as LA (for document output) license is required.
User ID can be specified as a static value.
See this page about how to find the ID.

  
Org ID

A unique key that identifies Salesforce environments/orgs
Org ID can be specified as a static value.
See the following page to find the ID.

<Lightning> Setup>Company Settings>Company Information
<Classic> Setup>Administer>Company Profile>Company Information

  
Partner API URL

It is represented as Partner_Server_URL in Salesforce and indicates user URL for Salesforce integration.
Since Partner API URL is a string like this, it can be set as a static string.

https://[Salesforce domain name]/services/Soap/u/[Partner API URL version]/[Org ID]

例)　https://ap4.salesforce.com/services/Soap/u/22.0/XXXXXXXXXX

 〇
OPROARTS Key

A document output key for OPROARTS authentication
(You usually don't need to change this value)

 〇
OPROARTS Object Namespace Prefix

The object where information necessary for OPROARTS authentication is stored
(You usually don't need to change this value)

* Set the value below if you didn't install AppExchange App "OPROARTS Connecotor" but registered authentication information in "OPROARTS" object packaged in soarize or docutize.

In case of soarize: appsfs
In case of docutize: docutize

 〇
ID of Object to be Output

Salesforce record ID necessary to access to Salesforce, acquire data and generate documents

 〇

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