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Push document updates/redlines back into Salesforce

Forum|Forum|2 years ago
April 18, 2024
7 replies
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Is the following possible with DocuSign CLM?

A document is generated with merged values from a record in Salesforce. The document is then reviewed internally and sent externally for review and redlines. When the parties agree that the document is finalized, we’d like to update the original Salesforce record with the new values that are in the document’s merged fields. Is this possible? If so, I would very much appreciate a summary of how one would go about it. Thanks in advance!

Best answer by Michael.Rave

@kcampbell

Sure, let me post a screenshot of an actual configuration of that step, which may help you with the configuration:

This examples is based off a document generation triggered from Salesforce, which means the Salesforce Object Type and the Record ID are part of the payload and can be leverages in the workflow to update Salesforce at a later point in the workflow.

Object Type: Salesforce Object Type, e.g. Opportunity

Search Field: ID

Search Value: Salesforce Record ID, e.g. Opportunity ID (need to match Object Type)

Update Field: Salesforce Field Name

Update Value: New Value, stored in a CLM Variable or hard coded into the step

Michael.Rave

Docusign Employee

@kcampbell

Yes, this is possible and commonly uses. Within a CLM workflow there is a step “Update Salesforce”, which can be used to update field values in Salesforce.com from Docusign CLM variables.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

K

kcampbell

Author

New Voice

@Michael.Rave Thank you for your response—I really appreciate it. I am aware of the element but am struggling to find documentation on how to use it effectively. Do you mind sharing additional details as to how to use that element to pass an updated value from a document back into the corresponding Salesforce field?

Michael.Rave

Answer

Docusign Employee

@kcampbell

Sure, let me post a screenshot of an actual configuration of that step, which may help you with the configuration:

This examples is based off a document generation triggered from Salesforce, which means the Salesforce Object Type and the Record ID are part of the payload and can be leverages in the workflow to update Salesforce at a later point in the workflow.

Object Type: Salesforce Object Type, e.g. Opportunity

Search Field: ID

Search Value: Salesforce Record ID, e.g. Opportunity ID (need to match Object Type)

Update Field: Salesforce Field Name

Update Value: New Value, stored in a CLM Variable or hard coded into the step

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Justin Jiang

Established Contributor

Very cool!

Welcome to the DocuSign Community and University! Your feedback is immensely appreciated. If this answer resolves your issue, please feel free to give it a Like and mark it as the "Best Answer". This helps others in the community find the information they need. Visit us at http://dsucustomers.docusign.com for more resources and support.

A

animish36

Conversation Starter

@Michael.Rave, thank you for providing the details of the above scenario. I have the similar one where I need to update the salesforce field data where it is not available in the template merge field ex: Opportunity Stage. Is that possible?

Michael.Rave

Docusign Employee

@animish36

Sure, you can update the Opportunity Stage without any problem. Just input the correct Salesforce Field name and the value you want to set it to, e.g. “Closed Won”.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

A

animish36

Conversation Starter

@Michael.Rave

I tried to modify the Opportunity Name for the moment and I configured the step as below. Please let me know if I am missing anything.

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