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Salesforce Custom Folder Path Creation

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Deputy

Salesforce Custom Folder Path Creation

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Hello,

I'm trying to create a Custom Folder Path in Salesforce. I am following along with the help desk article "Customizing Salesforce Integration with Custom Paths" https://helpdesk.egnyte.com/hc/en-us/articles/360021122612-Customizing-Salesforce-Integration-with-C...

The article gives a couple of examples but does not give any specifics for the actual formulas for  custom text field that needs to be created.

Can anyone give me an example formula for the following path please?

/Shared/Accounts/<Account Record Name>

Thanks,

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Deputy

Re: Salesforce Custom Folder Path Creation

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I figured it out. Thanks anyway.

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Deputy

Re: Salesforce Custom Folder Path Creation

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I figured it out. Thanks anyway.

View solution in original post

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Retired Employee
Retired Employee

Re: Salesforce Custom Folder Path Creation

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Thanks @Chip Shaw for letting us know you figured it out. If you have an answer that's easy to post, please do so since other community members may run into the same challenge and can benefit from your response. 

 

Thanks!

Best,
- Julie

PS. Help others find answers by selecting "Accept as Solution" if a post answers your question.
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Vigilante

Re: Salesforce Custom Folder Path Creation

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Going through this issue to, as the two letter grouping is redundant and not needed. Did you enter a syntax formula or was it more basic i.e. /Accounts/<AccountName>?

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Resident

Re: Salesforce Custom Folder Path Creation

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Hey VividFM, did you also set up any custom paths for opportunity? I was trying to set up paths based of record types.

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Vigilante

Re: Salesforce Custom Folder Path Creation

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We created a custom field "Egnyte Custom Path" in Accounts, Contacts & Opportunities. Custom FIeld Data type is formula with text as the return type. The formula for Accounts is ("Salesforce/" + RecordType.Name)

Salesforce is the Shared folder name on Egnyte

Our Opportunities & Contacts build off the account level path - formula below, text as the return type

Egnyte Custom Path Contacts/Opportunities(Account.Egnyte_Custom_Path__c&"/")+ (Account.Name&"/")

Configuring Folder templates for Record Type-

In Sf go to Egnyte App> Egnyte Sync Configurations> Select Object> "New Egnyte Folder Template" - we have each "Account/Opportunity/Contact" linked to a record type a FT (folder template), then each FT has an Egnyte Folder Path. For us this looks like 

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