Currently, when changes are made to Salesforce object schemas (such as field renames, new custom fields, or mapping updates), or when fields simply need to be resynced, administrators must manually open every single template in a workspace to refresh or update the Salesforce tokens/fields. For workspaces with dozens or hundreds of templates, this manual process is incredibly tedious, prone to human error, and a major operational bottleneck.

Proposed Solution
We need a way to trigger a bulk refresh of Salesforce field mappings for all templates within a specific workspace simultaneously. This could be achieved via two proposed methods:

Option A (UI-Based): A "Bulk Refresh Salesforce Fields" button located within the Workspace Settings (under Integrations > Salesforce) or on the Templates dashboard.

Option B (API-Based): A dedicated API endpoint (e.g., POST /v1/workspaces/{id}/templates/salesforce/refresh) that allows developers to programmatically trigger this sync.

User Story
As a PandaDoc Workspace Administrator,
I want to trigger a single action to update Salesforce fields across all my templates at once,
So that I don’t have to manually open and update 100+ templates every time our Salesforce architecture evolves.

Performance & Technical Expectations
Asynchronous Processing: We understand that bulk updating fields across many documents can be resource-intensive. This action can run as a background job (asynchronous process) with a status indicator (e.g., "Syncing...").

SLA / Time Constraint: Execution speed is not critical. A background queue processing time of up to 1 hour per 100 templates is perfectly acceptable, as long as it requires zero manual intervention once triggered.

Error Reporting: A simple summary log or notification upon completion indicating if any templates failed to sync (e.g., due to a deleted field in Salesforce).

Business Value / Impact
Time Savings: Saves hours of administrative grunt work whenever Salesforce fields are updated.

Data Integrity: Ensures that all generated documents are pulling from the correct, updated Salesforce fields without relying on admins remembering to update every single template.

Scalability: Allows enterprise teams to confidently scale their template libraries past 50+ templates without fearing the maintenance overhead.