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Participant
October 22, 2020
Question

Adobe Sign Salesforce Integration - Display child records of custom object into a document

  • October 22, 2020
  • 1 reply
  • 550 views

Hi! We are on Adobe Sign version 21.5.11, was wondering if it's possible to dynamically display the data from child object records into an Adobe sign document. 

 

For example, I have a Cars child object which has a lookup to the Account object. My Cars object has 3 fields: Model, Manufacturer, Year, and I can have an X amount of child records. If I have 5 child records, I would like to display all 5 child records and their corresponding fields in the Adobe sign document. Is there a way to do so dynamically?  

 

I've already looked at the merge mapping guide but it doesn't say anything for child records of custom objects: https://helpx.adobe.com/sign/using/salesforce-data-mapping-templates.html  

 

Also saw this post which didnt really help much.. 

https://community.adobe.com/t5/adobe-sign/merge-mapping-line-item-salesforce-records-into-a-document-for-signature/m-p/9583654?page=1

 

This topic has been closed for replies.

1 reply

Participant
September 23, 2024

Does anyone have an answer for the original question? I am seeking help for this as well.

Meenakshi_Negi
Legend
October 1, 2024

Hi sam_4184,

 

Thank you for reaching out.

 

We have checked that you are using the Adobe Sign Enterprise plan. If you have an integration-related question, the experts can best answer it. Please contact our Adobe Sign Enterprise support team for the correct information. You may contact them using the steps in the following help document: https://adobe.ly/4gNKjYd.

Refer to the following help document for more information on Acrobat Sign Integration: https://adobe.ly/3N5Yla3.

 

Thanks,

Meenakshi