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Hello, 

 I have created a Envelope Custom Field on docusign template and wanted to map that field with salesforce record field. When I try to send a Envelope by using that template on salesforce, I want to use that custom field on subject for customising each recipient. 

 

Thanks,

Sharath Reddy 

Hello ​@Sharath Reddy,

Thanks for reaching out here in the Docusign Community—great to have you here!

Instead of using envelope/document custom fields, you can apply Salesforce merge field syntax to dynamically populate the email subject and email message fields in a Docusign envelope. Merge field syntax lets you include information from both standard and custom Salesforce objects. This approach is particularly useful if you want Docusign to automatically fill email fields using Salesforce record names or descriptions.

Here’s a helpful resource with more details: Use Merge Fields To Customize the Email Subject and Message of an Envelope

I hope you find this helpful. If you believe this response effectively addresses your question, can you please mark it as Best Answer ✅to help other users with similar questions and locate it more easily.

Should you require any additional assistance, feel free to reach out. Thank you!

 

Best Regards,

Jenny | Docusign Community Moderator

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