Document Management - OneDrive Integration

The OneDrive integration allows you to manage documents across Accounts, Contacts and Opportunities.

• Data Model

  • The document types that your company works with will be defined in a custom Document Type object.

  • Document Types will be related to a Account, Contact or Opportunity record via a junction Document object.

  • A custom object calledDocument Version will be linked to the Document record to manage versions of the document.

• Sharepoint Connection

  • The OneDrive integration will connect to the custom Document Version Object.

• Object Trigger

  • When a new Account, Contact or Opportunity record is created, the Document Types that are required for that object will be retrieved via a trigger/flow.

• Manage Documents QA

  • Documents will be managed and uploaded for a record via a Manage Documents Quick Action on the page layouts.

• Dynamic Related Lists

  • Dynamic related lists will leverage the Type__c field on the Document_Type__c record to create targeted lists on the Account, Contact and Opportunity page layouts.

• Skills Flow

  • The Expiry Date on the Document record can be aligned with a related Skill on a Service Resource record to help define if the skill is current.

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A view of the Document Management feature from a record in Salesforce.

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