Creating a Migration Configuration for a standard Salesforce object - Creating a Migration Configuration for a standard Salesforce object - Other - Other - OnBase Integration for Salesforce - Other/OnBase-Integration-for-Salesforce/3.3/OnBase-Integration-for-Salesforce/Configuration/Creating-a-Migration-configuration/Creating-a-Migration-Configuration-for-a-standard-Salesforce-object - 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

To create a migration configuration for a standard Salesforce object:

  1. Under Migration Configuration, choose either Select import configuration for file migration or Select import configuration for attachment migration.
  2. From the list of configurations in drop-down, select the required configuration. In the example below, the Vendor Documents | Invoices configuration is selected.
    Note: Only the import configurations created earlier are displayed in the drop-down.
  3. Click Save.

    A confirmation pop-up appears if the task is completed successfully.