eSignature Salesforce Merge Field

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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

Jesse.MorganAnswer

Docusign Employee

Hi @Emad Radwan ,

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

Jesse Morgan | Principal Solution Architect, Docusign. Please click "Select as Best" if you find the answer a valid solution to your issue.

Jesse.Morgan

Answer

Docusign Employee

Hi @Emad Radwan ,

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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Jesse Morgan | Principal Solution Architect, Docusign. Please click "Select as Best" if you find the answer a valid solution to your issue.

Emad Radwan

Author

Troubleshooter

Hi @Jesse.Morgan,

Thank you

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