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SF leads' first/last name in PDF not showing

New Here ,
Jun 26, 2017

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I am testing in Salesforce Sandbox to see if the Adobe Sign works well with our business need.   I have created the merge mapping for a Word document that has {{!FirstName}}, {{!LastName}} etc.   When I send the Word file to the lead, the Word file can show the lead's first/last name properly.   So I do the same for a PDF document (it is a fillable form format) - it also has {{!FirstName}}, {{!LastName}} in the pdf file.  I merge map the same way as I do for the Word document.   However when I send the PDF file to the lead, the PDF doesn't show the First/Last name.  It still shows the {{!FirstName}}, {{!LastName}} in the PDF when it is sent to the lead.   I wonder how I can correct the PDF and make it show the First / Last name.  Thanks everyone..

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SF leads' first/last name in PDF not showing

New Here ,
Jun 26, 2017

Copy link to clipboard

Copied

I am testing in Salesforce Sandbox to see if the Adobe Sign works well with our business need.   I have created the merge mapping for a Word document that has {{!FirstName}}, {{!LastName}} etc.   When I send the Word file to the lead, the Word file can show the lead's first/last name properly.   So I do the same for a PDF document (it is a fillable form format) - it also has {{!FirstName}}, {{!LastName}} in the pdf file.  I merge map the same way as I do for the Word document.   However when I send the PDF file to the lead, the PDF doesn't show the First/Last name.  It still shows the {{!FirstName}}, {{!LastName}} in the PDF when it is sent to the lead.   I wonder how I can correct the PDF and make it show the First / Last name.  Thanks everyone..

Topics

Bug Error, Questions Need Help

Views

107

Likes

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
Jun 26, 2017 0

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