Looking for help with reusing existing DocGen forms on different Salesforce objects.
- Currently, all DocGen forms are configured on the Account object.
- Requirement is to reuse the same forms on Opportunity and Contract objects.
- I assumed that passing the correct object type and object Id during the Create and Upload step would be sufficient.
- However, when the document is generated and viewed in SF DAL, it always gets stored under the Account folder instead of the runtime object (Opportunity/Contract).
Has anyone successfully reused DocGen forms across multiple objects?
Is there additional configuration required to override the source object or target folder behavior?
Happy to share more details if needed.
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