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I am building a Form to facilitate populating a docgen template with values from Salesforce. When linking the form field to a Salesforce field, I am not seeing all of the related objects that I would expect to see. How do I refresh the metadata such that my new object appears for selection?

I am expecting to see the Corrective_Action__c object, which has a master-detail relationship with the Audit__c object (the form and configuration’s base object):

 

 

@kcampbell - 

To refresh Salesforce Metadata in DocuSign CLM:

  • Log into DocuSign CLM:

    1. Navigate to the DocuSign CLM dashboard.
    2. Go to Admin settings.
    3. Find the Salesforce Integration section.

  • Refresh Metadata:

    1. Look for an option to refresh or sync Salesforce metadata. This might be labeled as Refresh Salesforce Metadata or similar.

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