• Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
    Dedicated community for Japanese speakers
  • 한국 커뮤니티
    Dedicated community for Korean speakers
Exit
1

Adobe Sign for Salesforce Dynamics Recipients

Community Beginner ,
Aug 21, 2023 Aug 21, 2023

Copy link to clipboard

Copied

Is there a way to dynamically assign an unknown number of recipients in a template? For example, if I have a template based on the account and I want to add recipients for all contacts related to that account where the contact type = 'signer' (assume type is a made-up picklist field, and signer is one of the options).

 

On account "A", there could be three contacts with a type of signer, but on Account "B", there might only be one. I have no way of knowing how many contacts will be on each account with type of  'signer', so the number of recipients will vary each time.

TOPICS
SharePoint and Salesforce integration

Views

105

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
no replies

Have something to add?

Join the conversation