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September 8, 2022
Question

Salesforce Integration

  • September 8, 2022
  • 0 replies
  • 141 views

In the Salesforce integration, there is a method to send reminder emails under the 'Rule' section. I am looking for expansions if it is possible:

  1. Can I set multiple reminders at different time interval?
  2. Today, I can only see 2 options (Every day, untill signed & Every 7th day untill signed). Is there a possiblity to have more options like we have inside Adobe Acrobat sign?
  3. Is there a way within Salesforce Rules that we can add a custom "Note"? So that when the reminder email is send, a note is added like - This is a reminder to sign the document (This feature is available at Adobe Acrobat Sign)
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