+2I 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):
Best answer by JohnSantos
To refresh Salesforce Metadata in DocuSign CLM:
Log into DocuSign CLM:
Refresh Metadata:
+19To refresh Salesforce Metadata in DocuSign CLM:
Log into DocuSign CLM:
Refresh Metadata:
+1I 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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