Activity Forums Salesforce® Discussions Docusign Salesforce Integration - picklist field to be associated on Docusign template

  • PRANAV

    Member
    September 13, 2016 at 8:18 am

    Hi Prakhar,

    You can do this by Merge Fields.

    Merge fields are DocuSign custom tags that are integrated with Salesforce objects. When a
    custom tag with merge field settings is added to a document, the Salesforce data is imported
    into the tag.  In addition to pulling data from Salesforce, merge fields can update data in
    Salesforce when the information is changed by a signer (this only happens if the Writeback
    option is enabled for the Merge Field).

    Flow these steps to create Merge Field:

    • From the force.com apps drop-down list, select DocuSign for Salesforce.
    • Click the DocuSign Admin tab.
    • Click the DocuSign tab. The DocuSign web application opens in a new browser window.
    • From the DocuSign application, click your profile image at the top of the application and
      select Preferences.
      The DocuSign Account Preferences page is displayed.
    • In the Navigation Panel on the left side, under the Member Options section, click Custom
      Tags.  The list of your Merge Fields, custom tags and shared custom tags is shown
    • Click Add. The Custom Tags page appears
    • Select the Relate to Salesforce check box.  The Salesforce Object lists appear below the
      check box. In the top list, select the Salesforce Object that documents will be sent from and then select the field associated with the tag.
    • Select the Writeback check box to automatically update the Salesforce data when the data is changed by a signer.
    • Type a name for the custom tag in the Label field and review the tag Type.
    • Click Save to save the custom tag.  The custom tag is ready for use as a Merge Field.

    Hope this helps you.

    Thanks

  • Up

    Member
    November 22, 2019 at 10:22 am

    Hi

    From the force.com apps drop-down list, select DocuSign for Salesforce.

    Salesforce side Text (DataType) field , can we merge the Drop-down list in the text field?

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