Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
Tate Davis
shared this idea
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
-
Joseph Tenney
commented
This is important as we use the contract object to store signed documents not Opportunities.
-
AdminYuliya Valko (Admin, PandaDoc) commented
to be bale to link a created document in PD to more objects in SFDC the same way it works with Opportunity object now.
-
Link PandaDoc to other objects in SFDC ( Leads, Contacts, Accounts)