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CLM not finding Salesforce Field

  • 27 March 2024
  • 3 replies
  • 34 views

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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?

 

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Best answer by Steven.Truong 29 March 2024, 20:10

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Userlevel 3
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Hello @Steven.Truong,

 

My expertise is around eSign, but in my experience a lot of these issues come down 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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I added the field in the wrong salesforce org LAWL

Userlevel 3
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@Steven.Truong ,

Easy fix at least. 😁

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