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Hello,
After creating a Salesforce merge field, I noticed a button called 'Disassociate' that I hadn't seen before. Does anyone know what it means and what it's used for?
Thanks
Solved
eSignature Salesforce Merge Field
+5- Troubleshooter
Best answer by Jesse.Morgan
Hi
The “DISASSOCIATE” button appears when a custom field has been related to a Salesforce field for the purposes of functioning as a pre-fill merge field. Clicking the “DISASSOCIATE” button would sever that connection between that particular Docusign field and Salesforce field, meaning it would no longer function as a “merge field”.
Hope this helps!
Jesse
+8- Docusign Employee
- Answer
Hi
The “DISASSOCIATE” button appears when a custom field has been related to a Salesforce field for the purposes of functioning as a pre-fill merge field. Clicking the “DISASSOCIATE” button would sever that connection between that particular Docusign field and Salesforce field, meaning it would no longer function as a “merge field”.
Hope this helps!
Jesse
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