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SkyVault Content Connector for Salesforce » Installing and configuring SkyVault Content Connector for Salesforce » Installing SkyVault Content Connector for Salesforce - Lightning Experience

5. SkyVault Setup tab: Adding a SkyVault site and mapping metadata in Salesforce

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

    This sets the SkyVault site that you want to use for SkyVault content. If this is not 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 SkyVault login screen. Log on to your connected SkyVault instance.

    This is a sample screen, before logging on to SkyVault:

    The Site to Object Mapping and Metadata Mapping tabs set where Salesforce puts content in SkyVault.
    Note: Metadata mapping is available with SkyVault 2.0 5.1 and later versions only.
    It can take a little while for SkyVault to load the first time you first log in, or after a SkyVault 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 SkyVault. 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 SkyVault, or you can map sensitive HR data to an HR object type. Your mappings are then displayed in a table.

  5. In Metadata Mapping, 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 SkyVault. Click OK and a new Salesforce object type is created, with a matching SkyVault model with an associated aspect, and the specified properties. This creates a new model in SkyVault.

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

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

    Note: Models are inactive when they are added to Salesforce, and can be deleted while they are inactive. A model can be explicitly activated and deactivated. A model can be deleted only if it is 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 removed. For more information about models in SkyVault, see Model Manager.
    Note:

    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 SkyVault Setup tab:

Parent topic: Installing SkyVault Content Connector for Salesforce - Lightning Experience

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