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T
TekExtraJeanne
Participant
November 5, 2018
Question

SF Merge Mapping of es_signer fields?

  • November 5, 2018
  • 1 reply
  • 477 views

Hello,

This is probably a dumb question, but I can't find anywhere that explicitly says one way or the other.

When I create a merge mapping of fields, can I map fields that have Adobe tags in them, like es_signer?  I would like to, but I can duplicate the field names if necessary.  I want to place the signer's company and name from account and contact records respectively, into the document.

Thank you,

Jeanne

This topic has been closed for replies.

1 reply

Meenakshi_Negi
Meenakshi_Negi
Legend
November 14, 2018

Hi Jeanne,

Sorry for the delay in response.

Please refer to this help document Adobe Sign for Salesforce Templates and Data/Merge Mapping.

Check if that helps.

As your query is regarding the Salesforce integration, I would suggest you to get in contact with the support team.

They will be able you to assist you with the integration-related queries.

For the subscribed account, find below the steps to contact support:

• Login to your Adobe Sign account directly via https://secure.echosign.com/account/home

• Once logged in, check the upper right corner of the page and click the question mark icon.

• It will re-direct you to the page where you get the option to create the support case or to start a chat with the team.

• If you've never logged in this way, use the forgot password option on the login link to set your password.

Let us know if you need any help.

Regards,

Meenakshi

T
TekExtraJeanneAuthor
Participant
November 14, 2018

Hello Meenakshi,

Thank you for your reply but it really true that I have to open a case before someone can tell me "yes you can" or "no you can't" to my question??  I had already accessed the documentation you sent, and it does not tell me whether I can use es_signer tagged fields for merge mapping.  It doesn't show a field like that in the example, but neither does it say you can't do it.  And that's all I'm asking!

Attempting to test doesn't really tell me either -- I haven't gotten a merge mapping to work yet, and I can't tell why.  I will open a case about that and, I guess, get someone to work through it with me on a screen share.  But this seems like a very expensive way to do things!

Adobe Sign is very frustrating. 

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