CLM not finding Salesforce Field

Question

I created a new field in Salesforce on the CPQ Quote object, API field is ‘All_TD_Product_Codes__c’. It is a Long Text (15,000). It is visible to all Profiles. I go to DocuSign CLM > Admin > Form > ‘Order Form’ > Add Fields > Link to Saleforce field and search for ‘All’ but it does not show up. Help?

Steven.Truong · Accepted Answer

I added the field in the wrong salesforce org LAWL

Derrick.Tran · Answer

Hello @Steven.Truong,My expertise is around eSign, but in my experience a lot of these issues comedown to permissions in Salesforce. When you mentioned “it is visible to all profiles”, were you specifically referring to the Field Access Settings?I would also recommend to double check the Field-Level Security.

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