-
Docusign Salesforce Integration - Issue while creating a template in Docusign
There is an issue while creating a template in Docusign. I have added a document in Docusign and added a custom tags on the document which would be related to Salesforce fields. All this goes fine, the problem that I am facing is while creating a template or editing it, this asks for the associated email. That means the particular template with the custom tags is associated with that particular email contact only.
I want this process to be dynamic such that whosoever is the receiver of the document would receive an document with the custom tags associated with it.
Thanks.
Log In to reply.
Popular Salesforce Blogs
How to Reduce Project's Cost with Business Analysis | Salesforce Business Analyst Guide
❛Without BA, you risk returning to the starting point and adding to that a significant loss of time and financial resources❜ Why are business analysis…
Stuck on the Salesforce Security Review Process?
The attack vector and evidence of vulnerability associated with each item is listed below with a description of the vulnerability. Remediation steps and additional educational…
Close Case Button in Lightning Experience - Workaround
If you have Used Cases in Salesforce, I am sure you’re aware of the Closed Case layout. This is great, it lets you require the…
Popular Salesforce Videos
Learn About the Salesforce Products in this Tutorial Video
Salesforce is a top-rated CRM that offers businesses a diverse range of products to enhance their business model and operations. With each Salesforce product specifically…
Salesforce Administrator Preparation - ADM 201
Salesforce Administrator Certification exam does not require any specific pre-requisites. But any working knowledge as an administrator or a developer or a functional consultant will…
Getting Business Insights From Telephony Data in Salesforce
Big Data, Data Analytics and Data mining are big terms that often sound like they are only for the ‘giant corporation‘ and put people off…
Popular Salesforce Infographics
MVP Magic for Building Success Step by Step
Embark on a strategic journey, defining vision, iterating with user feedback, and scaling, as MVP development unfolds step by step, ensuring enduring product excellence and…
Welcome to the Internet of Customers | Salesforce Infographic
You’ve heard this age-old adage a thousand times: “The customer is always right.” Today more than ever, the customer has countless technologies and practices in…
Customer Service Words and Acronyms
Savvy service reps know it is important to stay hip with the lingo. If it seems like customers and agents always keep you guessing with…