Salesforce Error: “This Account lacks sufficient permissions to use Merge Fields”

Question

We are using DocuSign for a POC. A DocuSign account has already been created and successfully connected to Salesforce.

However, when we try to add or use Salesforce merge fields while sending an envelope, we receive the following error:

“This Account lacks sufficient permissions to use Merge Fields”

The integration between DocuSign and Salesforce is active, but merge fields are not working. We are unsure if we are missing any required permissions, settings, or configuration on either the Salesforce side or within DocuSign for merge field access.

We would like help identifying:

Which Salesforce user DocuSign uses to resolve merge fields
Any additional permissions or setup required for merge fields in a POC DocuSign account

Please let us know what configuration or access is missing to resolve this issue.

Ma.Cubio · Answer

Hello ​@somanikd22Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.We highly recommend that you create a support caseto check on this matter and receive further assistance.Sincerely,Ma. Cassandra | Docusign Community Moderator

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