Agreement Field: It p resents a list of objects on the Agreement object in Salesforce.Under Where is the Data Coming From?-Select Type, s elect one of the following options:.Under Which Salesforce Field to Update, s elect the target Salesforce field where the data is to be updated.Under Which Salesforce Object to Update, s elect the target Salesforce object where the data is to be updated.Specify the target, source, and trigger, as follows: The template is now available for you to select when you use the Import feature of data/merge mapping Enter some content into every field that you want to map, and then sign the agreement so it registers as completed in Salesforce.It helps you in finding the right template while mapping the fields. Send the form for signature through Salesforce with an obvious agreement name, such as W4 Field Template.This allows you to select field names from a picklist instead of freehand typing the field names into a text field.įollow the steps below to upload field names to Salesforce object fields: Upload field names to Salesforce forms: You can populate the SFDC object fields with Merge & Data Mapping field names by uploading the field names into Salesforce.Show Fields API Name (Disabled by Default): Enable this option to show API Name for every field and relationship of the salesforce objects while setting data mapping and merge mapping.
Enable Mapping Error Notification (Enabled by Default): Enable this setting to send email notifications to the data mapping or merge mapping owner any time there are errors when the mappings are executed.You can use the following settings to configure Merge and Data Mappings in your Sign for Salesforce account: Improve data mapping consistency across multiple forms and serve as a reference for future forms.įor more details, refer to the Adobe Acrobat Sign text tag guide.Save time by avoiding the need to recreate formal tags.This feature brings the following benefits: With the Text Tag shortening feature, you can create forms with field mapping, establishing a standardized convention for recurring field names across documents. An in-depth understanding of form building can dramatically improve the quality of data that you capture during the signature process. Text tags can include additional arguments beyond the name value, including validations, calculations, and regular expressions. You can create Acrobat Sign forms by adding special text tags to any document (Word, PDF, Text, and more) that you send through Acrobat Sign. Merge data from Salesforce into document fields before sending for signature.Collect data from signers that can later be pushed back into your Salesforce account.Set specific locations on documents for customers to add signatures and initials.SharePoint Online: Web Form Mapping Guide.SharePoint Online: Template Mapping Guide.SharePoint On-Prem: Template Mapping Guide.Acrobat Sign Connector for Microsoft Search.Acrobat Sign for Microsoft PowerApps and Power Automate.
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