Folder Structure on your Server

Organized Folder Structure on your Server

Please refer below steps to have organized folder structure:

• Login to your Orektic account.
• Click on Custom Link Manager from Tool menu.
• Enter your Salesforce credential.

• Select action to be performed on standard or custom Salesforce object. For e.g.: Attach

• Enter the Folder parameter where the attachment will be stored on the server, this can use Salesforce merge fields tool.(Refer Fig: 1)
  Example: Orders/{!Order__c.Name}

• Save the link.