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In the new DocuSign Apex Toolkit, How to send data from Merge Fields.
Do you know how to use the new Apex Toolkit Docusign API to transfer data to a custom field (a Salesforce merge field)?
This is the instruction I've been following: https://developers.docusign.com/docs/salesforce/how-to/send-envelope/
However, there are no examples of custom fields being filled with Salesforce data. I attempted to use a custom field class, however it only has read-only properties.
What is the best way to send salesforce data to a template document?
Nama
This is the instruction I've been following: https://developers.docusign.com/docs/salesforce/how-to/send-envelope/
However, there are no examples of custom fields being filled with Salesforce data. I attempted to use a custom field class, however it only has read-only properties.
What is the best way to send salesforce data to a template document?
Nama
Using the Apex toolkit and the aforementioned code, you may establish merge fields data for the Salesforce merge fields defined in your DocuSign template.
Note that in the Custom field entitled '##SFStudent c,' you must specify the RecordID of the Salesforce.com record from which the template should pull values. For example, suppose you have a custom object Student c in your org with two fields a1 c and a2 c, and both of these attributes are present on a template you're delivering. In this scenario, the custom field's name should be '##SF'+API. Salesforce.com Id of the record should be the name of the object and the value of the custom field.
Merge fields from several Salesforce.com objects can also be defined. You'll have to establish additional custom fields for the objects in that situation. Assume you have a template that includes fields from both Account and Contact. In that instance, you'll need to create two custom fields called '##SFAccount' and '##SFContact,' and populate them with the appropriate values.
Please keep in mind that in order for this to work, Salesforce connect must be defined in the DocuSign account you're using, and it must point to the Salesforce.com org where the toolkit is installed.
Could you please test this on your end?