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.

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.

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.

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.

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.