Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable
Salesforce Rich Text Fields format copying
I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!
28
votes
Tom Ellis
shared this idea
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Daniel Ging commented
This is super important.
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Sanford Woodward
commented
This lack of functionality in the integration will greatly determine whether or not we renew our licenses with Pandadocs.
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Solomiia Mereniuk commented
Dynamic bullet list from Salesforce
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AdminKamari Ross (Admin, PandaDoc) commented
Transferring the formatting rich field for integrations
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Natallia Skarabahatava
commented
Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding