como configuro una plantilla para que sea reutilizable en Salesforce

New Here ,
Dec 01, 2021 Dec 01, 2021

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Cómo puedo configurar los campos de un documento de tal manera que al momento de seleccionarla ese documento desde salesforce puede escoger deba escoger solo los contatos, y en donde los campos de firma ya esten configurados con anterioridad desde la plantilla, de tal manera que los firmantes ejecuten un proceso ya determinado por el administrador

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correct answers 1 Correct answer

Community Expert , Dec 01, 2021 Dec 01, 2021

@sync22041195a2ez,

Sounds like you're asking about Adobe Experience Manager.  There is a separate AEM community below where the experts can assist you.

https://experienceleaguecommunities.adobe.com/t5/adobe-experience-manager/ct-p/adobe-experience-manager-community?profile.language=es

 

 

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Community Expert ,
Dec 01, 2021 Dec 01, 2021

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When you post a question you always need to tell the program you are using
There are MANY programs in a full subscription, plus other non-subscription programs
Please post the exact name of the Adobe program you use so a Moderator may move this message to that forum

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Community Expert ,
Dec 01, 2021 Dec 01, 2021

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@sync22041195a2ez,

Sounds like you're asking about Adobe Experience Manager.  There is a separate AEM community below where the experts can assist you.

https://experienceleaguecommunities.adobe.com/t5/adobe-experience-manager/ct-p/adobe-experience-mana...

 

 

Nancy O'Shea, Product User & Community Expert
Alt-Web Design & Publishing ~ Web : Print : Graphics : Media

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