Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
-
Scott Haney commented
Hi currently if a person inputs data on a field we may not have a value on that in salesforce, so in those cases we'd want to take what the client inputs.....ex: if they input the PO# or VAT# for invoicing we want that to map to the opportunity so this flows over to other systems for invoices.....otherwise we'd have to copy paste that info back to salesforce - so in a sense selective mapping so the data push from pandadoc > salesforce is one way or bi directional SFDC <> Pandadoc
-
Lena Panfilenko commented
I would like to have a way to take the data collated within the PandaDoc and transfer to Salesforce. I want to create a PandaDoc for our clients to fill out everytime they have a fault with their cameras for example.
The end client will answer some questions on this pandadoc.... fault info, model number, client reference etc.
i would then like these answers to populate into saleforce to create a job for us to resolve