FAQs

What is the new enhancement in Azure to Salesforce sync considering object-to-field mapping?
The Azure to Salesforce sync now supports object-to-field mapping, allowing Cloud Documents to be created in Salesforce with a custom file path. Previously,...
Sat, 5 Apr, 2025 at 10:15 AM
How can users allow Orphan Cloud Document creation in Azure to Salesforce sync?
Users can allow Orphan Cloud Document creation under the Azure to Salesforce Sync feature when a file is uplaoded directly to Azure. To enable this feature,...
Sat, 5 Apr, 2025 at 10:16 AM
How can admin users check their Credit usage?
Admin users can check their credit usage and remaining credits on the Credit Summary screen. This screen provides a detailed breakdown of the total credits,...
Sat, 5 Apr, 2025 at 10:17 AM
How can the app help me if I wish to have a file backup in Azure?
The Migrate Files/Attachments to Azure feature will help you migrate the Files/Attachments from Salesforce to Azure. The files will be stored in proper fold...
Sat, 19 Apr, 2025 at 12:01 PM
Will I be able to extract the file migration details along with the parent record data?
Yes, absolutely. After each file migration from Salesforce to Azure, the Azure Integration app creates a Cloud Document record in Salesforce. This custom ob...
Wed, 23 Apr, 2025 at 4:44 PM
How can we filter the files/Attachments based on parent records and then migrate them?
Azure Integration app provides flexible filtering capabilities using SOQL filter conditions, allowing you to precisely target the records you're interes...
Sat, 19 Apr, 2025 at 12:07 PM
How can I get file migration completion email notification to specific email addresses?
Azure Integration app supports sending file and attachment migration results via email to specific recipients. You can set this up for both existing and rea...
Thu, 24 Apr, 2025 at 7:12 PM
How can I see the total number or size of files/attachments migrated to Azure using Migrate feature?
You can view both the total number and total size of files or attachments migrated to Azure using Migrate feature via the Credit Summary page. To check the...
Sat, 19 Apr, 2025 at 12:12 PM
In Azure to Salesforce Sync feature, what happens if I upload a file to a location that does not correspond to any parent record in Salesforce?
In Azure to Salesforce feature, if you upload a file to an Azure location that does not correspond to any parent record in Salesforce, the application will ...
Sat, 19 Apr, 2025 at 12:13 PM
Who would be the owner of Cloud Documents that are created via Azure to Salesforce Sync?
The user selected in the Azure to Salesforce Sync configuration will be assigned as the Owner of the Cloud Document records created during the sync. If thi...
Wed, 23 Apr, 2025 at 5:12 PM