Currently, within the Salesforce integration, CLM Files requires the Account or Opportunity name to be used as the folder name. This configuration generates validation errors when the name contains special characters or exceeds 100 characters, which limits usability and causes a direct impact on CRM operations.

Suggestion:
Allow the folder name to be customizable in the Salesforce integration, enabling the use of other Salesforce fields — for example, the object ID (AccountId/OpportunityId) — instead of the textual name.

Benefits of this change:

• Prevents validation errors due to excessive length or special characters.

• Ensures consistency in document storage between Salesforce and CLM.

• Improves the integration between Salesforce and CLM by reducing the impact of Account and Opportunity name changes.

• Provides flexibility for companies to adapt the configuration to their specific Salesforce processes.