08-21-2023 02:57 PM
I am wondering if this is an option within the SalesForce integration. We will be utilizing SalesForce for our customer experience and main tool going forward. I wanted to integrate the OnBase foldering as a way to see all the accounts/products a customer has with us. Within each account/product of course is all the documents per account or customer. Is this an option, I am failing to see this referenced anywhere at this time. Thanks,
08-21-2023 04:22 PM
Hi Daniel,
Unfortunately, OnBase Foldering is not yet available from the Salesforce interface when using our integration. CC'ing our Product Manager
Colleen
08-21-2023 04:27 PM
Colleen, thank you for your response. Do you know if the option is there with an API if we were to build it on our own? I am not sure if anyone else has tried this, but we do use Mulesoft for custom integration.
08-22-2023 09:30 AM
Hi Daniel,
Great question! You could certainly use FolderPop, creating a link that would display the folder interface in a separate window. The Unity API is also an option to get the folder and its contents, but then you would have to create the UI to display the documents / keywords.
Colleen
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