Not able to merge fields into envelope template

Question

Hi, I am getting error when I try to place merged fields from salesforce to Envelope Template.

Save Error: Some fields might be out of sync. Unable to connect to the service. Failed to connect to the salesforce service.

I disconnected and reconnected the DocuSign but it didn’t solve the issue. We are currently running on 6.4v.

What can I do to solve this issue?

nathaly.monge · Answer

Hello @borkogrujicic,Welcome to the Docusign Community and thank you for posting your concerns!I’m sorry to hear that you are getting an error, I understand the error shows when you try to add merge fields to your Envelope Template.I’m sorry to hear that you are still getting the error, below you can find an article with some steps on what to do if you still get the error even after disconnecting and reconnecting:I Still Have Problems Adding Merge Fields to an Envelope Template After Disconnecting and Reconnecting Docusign and SalesforceLet us know if you need further assistance with this.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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