Syntax

After locating your field names, you need to determine if you want to:

Only pull information from these fields in Salesforce to populate that information on your document.
Only push information from your document to these fields on the Opportunity object in Salesforce.
Pull and push information from these fields from your document and the Opportunity object in Salesforce.

Then, use the appropriate syntax: Prefix with command to PULL or PUSH_Name of the object.Name of the field.

To pull only, append SFPULL_ to pull data from Salesforce into your signature document. In this example, SFPULL_Opportunity.Name and SFPULL_Opportunity.Additional_Comments__c.

To push only, append SFPUSH_ to push data from your signed documents back into Salesforce. In this example, SFPUSH_Opportunity.Name and SFPUSH_Opportunity.Additional_Comments__c.

To push and pull, append SFPULLPUSH_ to pull data from Salesforce int your signature document, and push data from your signed documents back into Salesforce. In this example, SFPULLPUSH_Opportunity.Name and SFPULLPUSH_Opportunity.Additional_Comments__c.

Caution

Ensure your spelling matches the object and opportunity name and that no spaces are included in the syntax, otherwise you'll receive error messages when you attach your document during the Sertifi sending process.