The AODocs Salesforce connector lets you create rules to trigger actions between your instance of Salesforce and AODocs on your domain. For example, you can create:
- a Salesforce to AODocs rule that automatically triggers the creation of a new AODocs document each time a new Salesforce opportunity is created or updated
- an AODocs to Salesforce rule that automatically triggers the update of an opportunity when a document enters a given workflow state
- Install and set up the AODocs Salesforce Connector
- Create rules with the AODocs Salesforce connector
This article uses a worked example of the rules created with the AODocs Salesforce connector to illustrate the interaction between your instance of Salesforce and AODocs on your domain.
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The Salesforce rule
In our example, our Salesforce rule is configured to create an AODocs document every time the "Lead Source" field in an existing Salesforce opportunity is updated with the value "Web". The "Opportunity ID", "Close Date" and "Account Name" fields are also mapped to properties in the AODocs library.
To create a document in AODocs, change the "Lead Source" field to "Web", then click Save.
Note: When create an opportunity or update a Salesforce field to trigger the creation of the AODocs document, you can update other fields that were mapped in the Salesforce rule. The corresponding properties in the AODocs document will be updated. However, if you add an attached file to your opportunity at this stage, it won't be added to your AODocs document. The AODocs document must be created before an attachment is added.
The AODocs document is created.
If you selected the Add a link to the created AODocs document in a Salesforce field checkbox in your Salesforce rule, the link to the AODocs document is added to your opportunity.
Now that the AODocs document is created, you can add one or more attached files to your Salesforce opportunity. They are automatically added to your AODocs document.
Note: If you upload an attached file to AODocs it is never transmitted to your Salesforce opportunity.
The AODocs rule
In our example, our AODocs rule is configured to change the value of a field and the stage of the Salesforce Opportunity when the AODocs document transitions to the "Contract validated" state.
When the workflow transitions to the "Contract validated" state the Salesforce opportunity is updated automatically.