Make sure that Push to Salesforce has been enabled.
Click the + icon to open the list of elements.
Select the Button option from the list.
Click-and-drag a button element to the canvas.
Click the On Click Action icon. The On Click Action screen opens.
On Click Action icon
Click the + icon. The Add Node screen opens.
On Click Action screen
Click the Salesforce Action option and click the Next button.
Add Node screen
Click the Salesforce Integrations button. The Salesforce Integration screen opens.
AddNode/Salesforce Action screen
Click the Push option and click the Create New button.
Salesforce Integration screen
Select the Content version from the Object in Salesforce drop-down list.
Select the Action drop-down list, for instance, Create.
Add a description if necessary. This is not a mandatory field. The description is used for internal purposes. It describes the goal of the data from and to Salesforce internally.
Map Salesforce fields screen
Click the Mapping option.
Search for “version” and map the Version Data by selecting the document generation template from the list.
Version Data
Search for “title” and map the Title of the document.
Select the document name from the drop-down list.
Alternatively, select Other from the drop-down list and add a title in the field.
Title
Search for “first” and map the First Publish Location ID if you want to associate the document with a record.
Select Other from the drop-down list and add the record ID in the field.
Alternatively, select a field or variable on your project that holds the record ID from the drop-down list.
First Publish Location ID
Click the Apply button.
Click the Close button on the Salesforce Integration screen.
Use the drop-down list to select the Push and click the Next button.
Add Node/Salesforce Action screen
Add a tag if necessary and click the Insert button. The Salesforce integration is added to the screen
