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A
Anonymous
June 19, 2019
Answered

Salesforce Opportunity attachment for Agreement signing document

  • June 19, 2019
  • 1 reply
  • 1037 views

QUESTION #1

Can I use a Salesforce Opportunity attachment for Agreement signing document?

In the CRM Opportunity and creating a New Agreement, it does not allow me to search and find that Opportunity attachment(s).  It only let's me find the "Adobe_Sign_logo_1024px" Salesforce CRM files ... created during package install but not the document attached to the CRM Opportunity Attachment that I want to use.

QUESTION #2

If #1 is possible, it would also be great if it automatically added all attachments to the agreement when a new one is created from the opportunity.

Thanks in advance!

D

    This topic has been closed for replies.
    Correct answer

    Stumbled and fumbled around to finally figure out how to do both of these...

    Created Template that had "Opportunity" as Salesforce Object

    Mapped Data

    MAPPING METHOD        SOURCE FIELD                          TARGET AGREEMENT FIELD

    Input Specific Value          {!AccountId}                                  echosign_dev1__Account__c

    Input Specific Value          {!Id}                                                echosign_dev1__Opportunity__c

    In Attachment tab

    Choose Document Source

    Add from Salesforce Object checked

    Source Type: Attachments    Document Selection:  Latest Document      Document Selection Determined By:  Last Modified Date

    When added it looks like below:

    Documents added

    FILE NAME                                         SOURCE                              

    Document from Master Object            Document from Master Object

    1 reply

    A
    Anonymous
    Correct answer
    June 21, 2019

    Stumbled and fumbled around to finally figure out how to do both of these...

    Created Template that had "Opportunity" as Salesforce Object

    Mapped Data

    MAPPING METHOD        SOURCE FIELD                          TARGET AGREEMENT FIELD

    Input Specific Value          {!AccountId}                                  echosign_dev1__Account__c

    Input Specific Value          {!Id}                                                echosign_dev1__Opportunity__c

    In Attachment tab

    Choose Document Source

    Add from Salesforce Object checked

    Source Type: Attachments    Document Selection:  Latest Document      Document Selection Determined By:  Last Modified Date

    When added it looks like below:

    Documents added

    FILE NAME                                         SOURCE                              

    Document from Master Object            Document from Master Object

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