+2I 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?
+6Hello
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.
+2I added the field in the wrong salesforce org LAWL
+6Easy fix at least. 😁
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