LiquidFiles Integration - Salesforce

LiquidFiles Integration

Integration of LiquidFiles with Salesforce and ServiceNow: file shares are created in LiquidFiles when Opportunities reach a specific state, and linked to orders in ServiceNow.

Key features

  • Salesforce trigger to generate file shares when Opportunities hit a specific state
  • Linking file shares to corresponding orders in ServiceNow
  • Scheduled job to clean up old file shares 60 days past closed date
  • Extensive use of Apex classes in Salesforce