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Salesforce Configurations


Please note collections are now called workspaces.


Here you can find a list of possible configurations listed on "Oneflow for Salesforce - Configurations"


Counterparty Title - Opportunity Only

When creating a contract besides data fields also participant information is sent to Oneflow.

This setting enables customers to pick from which Contact field should the job title come from the contract.

If for a given participant the mapped title field is empty, the title information is not transferred to Oneflow.

Standard and custom fields of type Text on Contact object will appear on the list.


Account VAT/reg. no. Field (aka Organization Number) - Opportunity Only


This setting enables customers to pick which Account field contains the VAT or organization number shown on the contracts.

Standard and Custom fields of type Text on Account will appear on the list.


Counterparty Title -  All other objects except Opportunity

At the moment this option is only available on the Opportunity object, for this reason is not possible to transfer Title when you are not creating contracts from Opportunity.


Organization Number -  All other objects except Opportunity

This setting enables customers to pick which field containing the VAT or organization number shown on the contracts.

Standard and Custom fields of type Text on objects will appear on the list. 
To change this setting, go to a record and proceed as shown in the images below.




Data Fields

Data fields on Templates/Contracts are placeholders that are populated with the values from Salesforce Fields.

This setting enables customers to select which fields would they like to transfer on contract creation.

Standard fields and Customs fields for Opportunity, Account, Contact, and User(Contract Owner), and others are available.


Tip: Use formula fields to show values from objects related to Opportunity, Account, Contact, or User to make Oneflow for Salesforce work more complex use cases!



Multiple Contracts

By default, opportunities are limited to one contract only. 

By enabling this feature, opportunities no longer have such restrictions and multiple contracts can be created on the same opportunity. 

Please be aware, by enabling this feature opportunities with more than one contract will not have their stage updated accordingly to the Opportunity Stage Mapping setting.



Opportunity Stage Mapping

Only for applicable to Opportunities. This feature enables customers to automate Opportunity Stage transitions based on the Contract State.




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