Configuring Custom Metadata Types - Configuring Custom Metadata Types - Other - Other - OnBase Integration for Salesforce - Other/OnBase-Integration-for-Salesforce/3.3/OnBase-Integration-for-Salesforce/Configuration/Creating-a-Migration-configuration/Configuring-Custom-Metadata-Types - 3.3 - 3.3

OnBase Integration for Salesforce
Platform
Other
Product
OnBase Integration for Salesforce
Release
3.3
License
ft:lastPublication
2026-08-20T22:05:38.760000
ft:locale
en-US

You can configure the time after which Salesforce Content migrated successfully to OnBase is deleted from Salesforce and email addresses that receive notifications if errors occur during migration.

To configure Custom Metadata Types required for this application:

  1. After logging in to the Salesforce environment, click Setup.
    The Home page is displayed.
  2. On the Home page, from the left pane, select Platform Tools | Custom Code | Custom Metadata Types.
    The Custom Metadata Types page is displayed.
    Custom Metadata Types page showing All Custom Metadata Types
    CAUTION: Do not modify any values in the HIFS Institution Setting Custom Metadata records.
  3. On the Custom Metadata Types page, next to HIFS Migration Schedule Settings, click Manage Records.
    The HIFS Migration Schedule Setting page is displayed.
  4. Click Default.
    The HIFS Migration Schedule Setting (Managed) page is displayed.
  5. Click Edit.
  6. In the Auto Delete Content Timeline field, enter a value that specifies the number of days after which Salesforce content is deleted from Salesforce after successful migration to OnBase.
    Note: If you enter 0 (zero) or if this field is left empty, the default value 7 is used.
  7. In the Error Notification Email Recipient field, enter an email address where details of errors that may occur during a migration are sent.
    Note: If you leave this field empty, the email address of the system administrator running the migration is used.
  8. Click Save.