Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
7
votes
AdminElly San Juan
(Admin, PandaDoc)
shared this idea
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AdminAnonymous (Admin, PandaDoc) commented
It would be great if we can show (in a separate field / Owner field or a custom one) who sent the document instead of just showing created by since we know that the account who connected the integration shows as the created by field