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5. Adding an Alfresco site and mapping metadata in Salesforce

Configure the Alfresco site that you want to point to, and map your metadata.
Make sure that you've downloaded the Alfresco Content Connector app, as described here: 2. Installing the app in Salesforce. You need administrator rights to make these changes.
  1. In Salesforce, click Alfresco Content Connector. This is available from the App Launcher.
  2. Click the Alfresco Setup tab and in API Name, enter the API name of the connected app definition you created in Configuring your app in Salesforce.

    Note: The API name must be less than or equal to 40 characters.

    If your API name appears as Alfresco_Content_Connector_for_Salesforce, then you must to change it to Alfresco_for_Salesforce.

    This sets the Alfresco site that you want to use for your content. If this isn't set up correctly, you'll see an error message. See Troubleshooting for guidance.

  3. You'll see two tabs; Site to Object Mapping and Metadata Mapping. Select a tab and you'll see the Alfresco login screen. Log in to your connected Alfresco instance.

    This is a sample screen, before logging in:

    The Site to Object Mapping and Metadata Mapping tabs set where Salesforce puts content in Alfresco.
    Note: Metadata mapping is available with Alfresco One 5.1 and later versions only.
    It can take a little while for Alfresco to load the first time you log in, or after an Alfresco server restart.
  4. In Site to Object Mapping:
    1. Click Set Default Site and choose the site that you want to set as the default entry point for your organization, and Save.
    2. Click Add New Mapping to specify where content of a specific Salesforce object type should be stored in Alfresco. Pick a site and an object type that maps to that site.

      For example, you can map documents with a Contracts object type to a site that contains only contracts in Alfresco, or you can map sensitive HR data to an HR object type. Your mappings are then displayed in a table.

  5. In Metadata Mapping:
    1. Choose a Salesforce object and select from the list of associated properties.

      This defines what Salesforce properties or metadata that you want to share with Alfresco.

    2. Click OK.

      A new Salesforce object type is created, with a matching Alfresco model with an associated aspect, and the specified properties. This creates a new model in Alfresco.

    You can enable or disable an object model. If a model is:

    • Enabled: metadata is synchronized with the Alfresco object model.
    • Disabled: metadata can't be synchronized with the Alfresco object model.

    Note: Models are inactive when they are added to Salesforce, and can be deleted while they're inactive. A model can be explicitly activated and deactivated. A model can be deleted only if it's deactivated and has not been used. If the model has been used and a user attempts to delete it, an error message is issued explaining that it can't be removed. See Content modeling with Model Manager for more.

    Do not edit the prefix of a Salesforce model, as this can make your model unusable. Also, do not update the model in the Model Manager in Share.

    Here is an example of a completed Alfresco Setup tab:

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