As an administrator, you can specify the keywords in OnBase that will be associated with corresponding Salesforce fields before the Salesforce content or documents is migrated to OnBase. You can migrate attachments and files (content documents). This section describes how to create a migration configuration for a standard Salesforce object. It also contains additional information on how to add a picklist value required for migration, if it is absent and configure settings for emails.
See the following sections for specific instructions on these topics: