Christophe

Step 1: Create a field that will store the automation URL.

0 votes
Step 1: Create a field that will store the automation URL. In this step, you must create a field in the object (Account, Contact, Opportunity, etc) that will store the Automation URL. that URL follows the same rules as for the Custom Button, and it receives the same parameters. I need assistance with the following integration: https://docs.esignlive.com/content/d_esignlive_connectors_guides/salesforce/salesforce_v4.0/integrator_s_guide/creating_esignlive_packages_programmatically.htm?&_ga=2.257558153.346560853.1523282344-1430566058.1523046342#Step

Reply to: Step 1: Create a field that will store the automation URL.

1 votes
Please follow the instructions described in this video: https://www.youtube.com/watch?v=wK1Pvyz4woc This is about creating a custom field on either an Account, a Contact, an Opportunity or other Objects that can store the URL. The procedure also recommends using Formula Data Type Fields. Regards, Randy

Reply to: Step 1: Create a field that will store the automation URL.

0 votes
Hi Randy, Thanks for your the following, do you know if the actual fields are linked to Conga, Field has been created long ago, and now we just need to integrate Conga Button link as the link show below: https://www.youtube.com/watch?v=whvimXcvINA

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