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Maestro Self Service Forms

  • January 15, 2025
  • 4 replies
  • 125 views

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Salesforce fields are not being displayed in Maestro Workflows

How can I add them?

4 replies

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  • Author
  • New Voice
  • January 16, 2025

What is the rule to add to Maestro Workflow that creates a new record from the webform and associate it with correct user Id in Salesforce, I have tried different ways to no success.


Achille.Nisengwe
Docusign Employee
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Hi ​@skamal 

The rule to add to Maestro Workflow that creates a new record is salesforce is a writeback to Salesforce step without a rule which creates a new record. Before using it you need to install the Salesforce app from the Docusign App Center. Please follow the instructions steps in the article below.

https://support.docusign.com/s/document-item?language=en_US&bundleId=qwr1706590641805&topicId=ypz1706558047546.html&_LANG=enus


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  • Author
  • New Voice
  • January 17, 2025

Hi ​@Achille.Nisengwe 

I have been following the steps for my custom object and it been writing back but issue is it is not linking the record to the user account that it needs to be.


Achille.Nisengwe
Docusign Employee
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Hi ​@skamal please describe  the user that is linked to the record and what user should be used. You may consider using the written back information with a salesforce Record-Triggered Flow to assign the record to the desired user.