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Question

Create LF Folder Automatically - Salesforce

asked on May 4, 2017

Hi,

We have several internal teams using Salesforce for CRM as well as Laserfiche for document storage and business process. We have a need to have a Laserfiche Folder created when a new opportunity is created in Salesforce. I know we can probably go down the SDK path to build a custom process but just probing around to see if anyone else has done this or has any ideas that might avoid custom development?

As always, thanks in advance!

Eric

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Replies

replied on May 4, 2017

Hi Eric,

 

Why do you have to create the folder in Laserfiche in advance. Can't you just have workflow dynamically create the folder at the point it routes a document to that folder?

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