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Hi,
I am not able to find Related with Salesforce checkbox on Docusign Custom fields or custom tags in salesforce org, i am using business pro trial org. Can anyone help here?
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Hi
Thank you for reaching out to the Docusign Community.
The “Merge Fields” feature is only available to paid Docusign accounts. However, you are welcome to try it in our Demo environment for free, once created, your demo account can be connected to a Salesforce production or demo account, depending on your needs. You can find detailed steps on how to create a Demo account, here:
What are my options for a Docusign Trial account, Demo account, Developer account, or Free account?
Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
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