Salesforce Connect | Connect Object Limit

Hello ​@mehul.shah,

Thank you for reaching out to Docusign Community! We appreciate your question and want to assure you that we are fully committed to providing you with the best service possible. 

Connect doesn't have the ability to set OR conditions. You can consider writing all of the data to the SFDC record, then leverage salesforce functionality like a Flow or apex to move/adjust/copy/delete the data however you want. Many customers do that.

Another option, while we don't have the ability to set an OR condition within a single connect object, there is a workaround leveraging the SELECT WHERE as a filter. So you could create multiple connect objects, each with a unique SELECT WHERE filter to avoid writing back to records based on certain data present in the envelope vs in SFDC. More information here: Legacy Docusign eSignature for Salesforce - How do I make only certain envelopes appear in Docusign eSignature for Salesforce?

My recommendation is it'd be a lot better and easier to just have Docusign send all of the data to SFDC, then leverage the built-in SFDC functionality to, and then you can do whatever you want with said data.

Let us know if you need further assistance with this.

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello ​@mehul.shah,

I hope you are doing well.

If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? It helps other community members who might have similar questions.

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.