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.
* If this SERVICE doesn't exist in your current D3Worker tenant, please inquire of OPRO's support team.
Each input field is described below.
Cloud service URL to create form templates
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.
A unique key that identifies users logging in to Salesforce
A unique key that identifies Salesforce environments/orgs
<Lightning> Setup>Company Settings>Company Information
|Partner API URL
It is represented as Partner_Server_URL in Salesforce and indicates user URL for Salesforce integration.
https://[Salesforce domain name]/services/Soap/u/[Partner API URL version]/[Org ID]
A document output key for OPROARTS authentication
|OPROARTS Object Namespace Prefix
The object where information necessary for OPROARTS authentication is stored
In case of soarize: appsfs
|ID of Object to be Output
Salesforce record ID necessary to access to Salesforce, acquire data and generate documents