Activity Forums Salesforce® Discussions What is merge mapping in Salesforce?

  • MOHIT

    Member
    April 8, 2020 at 8:50 am

    Adobe Sign Merge Mappings give you the ability to merge field data from Salesforce into your documents fields before sending them out for signature.
    For example, you can populate a Lead’s address and phone number from a Salesforce record automatically into the agreement before it is sent to the Lead for signature. You can also change the status of an Opportunity when the agreement is fully signed and executed. Merged data fields can optionally be updated by signers if you choose to map the signer updates back to Salesforce.
    You can also use merge mappings to automatically add the product lists tied to an opportunity. You can set which product attributes (like quantity and price) are included in your agreements as well as specify how to sort and filter the associated products.
    About Merge Mappings
    A data source type for a merge mapping can be a specific constant value or a value from a Salesforce object field that can be referenced from the Adobe Sign Agreement. The target for each merge mapping item is a designated field on an Adobe Sign agreement.
    For example, the mapping below updates the Adobe Sign document fields for “FirstName” and “LastName” with the Salesforce Recipient (Contact) field data. It also fills in the company field in the document with the name of the account.

  • Sumit

    Member
    April 8, 2020 at 12:31 pm

    Adobe Sign Merge Mappings give you the ability to merge field data from Salesforce into your documents fields before sending them out for signature. For example, you can populate a Lead's address and phone number from a Salesforce record automatically into the agreement before it is sent to the Lead for signature

  • Anjali

    Member
    April 8, 2020 at 12:46 pm

    Merge Mappings give you the ability to merge field data from Salesforce into your documents fields before sending them out for signature.

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