Refresh Salesforce Data Model in CLM Form Builder

Question

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):

JohnSantos · Accepted Answer

@kcampbell-To refresh Salesforce Metadata in DocuSign CLM:Log into DocuSign CLM:Navigate to the DocuSign CLM dashboard.Go to Admin settings.Find the Salesforce Integration section.Refresh Metadata:Look for an option to refresh or sync Salesforce metadata. This might be labeled as Refresh Salesforce Metadata or similar.

christinegelb · Answer

I don’t see the Salesforce Integration section. I see a submenu Connections under Integrations menu, Then I see the Salesforce (Active Connection) but nowhere to refresh the metadata. I added a new field, and I’m unable to see the field in my Form Config

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