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Activity › Forums › Salesforce® Discussions › What is writeback and merge field in DocuSign Salesforce app?

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  • Nikita

    Member
    November 12, 2019 at 3:43 PM

    Hi Deepak,

    If information needs to be pulled from Salesforce and put into a DocuSign Envelope, Merge fields can be used to pull from Salesforce fields directly. Writeback can be used to push information back to Salesforce fields.

  • [adinserter block='9']

  • Prachi

    Member
    November 13, 2019 at 5:06 AM

    Hi,

    Merge Fields-
    If information needs to be pulled from Salesforce and put into a DocuSign Envelope, Merge fields can be used to pull from Salesforce fields directly. Writeback can be used to push information back to Salesforce fields.

    DocuSign Merge Field options:

    1.Allow Writeback to Salesforce: Only available when Relate to Salesforce is selected. Select this check box to automatically update the Salesforce data when the data is changed by a signer.
    2.Allow sender to edit custom fields: Only available when Relate to Salesforce is selected. Select this check box to let senders modify the value of the custom tag when the tag is added to a document during the sending process.

    Thanks.

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