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Sales Integrated with OCM - metadata and access group

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edited Nov 21, 2023 5:06PM in Content Management 2 comments

Summary:

How to add metadata to a file Uploaded in OCM

Content (please ensure you mask any confidential information):

Hi all

I have seen here a very interesting presentation of how to integrate OCM in Sales.

I have also read the steps to configure it here.

What I do not understand: using this prebuilt integration is it possible to:

1)add metadata to the files I upload? (adding metadata is possible in OCM via this API)

2)manage groups in OCM? the business requirement follows:

a)Attachments associated to Opportunities of type A must be visible in OCM by members/users of group A, containing Sales users associated to

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