DS eSignature legacy
I need to create a DS custom field, related to Salesforce.
In DS Admin, I go to the menu 'Document Custom Fields' for a Field Creation.
I check ‘relate to Salesforce', choose first the object, and then look for my field.
But my SF field does not appear in the list, and I do not know why !
In SF, the field has good Field accessibility (I have checked accessibility/visibility for my user profile). I can see the field in SF.
Do you have any idea ?
Hello
Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community.
Can you please double-check if you have not missed anything regarding field access and follow this article: DfS & DAL - Docusign eSignature for Salesforce - Drop Down List of Salesforce Objects Omit Some Values
Should you require any additional assistance, feel free to reach out. Thank you!
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Oh, thank you so much Jenny !
I thought about my admin user and the visibility of the field, but not about the Docusign's Connect authorization profile’s user and the visibility of the field… And that was the point :)
I have granted him the visibility of the field, and that’s alright now.
Thanks a lot !
Hello
That’s great to hear—glad things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.
Wishing you a smooth rest of your day!
Best regards,
Jenny | Docusign Community Moderator
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