Creating your document

Now that you've determined you want to push the Account Name from your Opportunity object to your document, and you want to pull and push the Additional Comments from your document to your Opportunity object in Salesforce, you can create your document.

You have your syntax, which is: SFPUSH_Opportunity.Name and SFPULL_Opportunity.Additional_Comments__c, so you'll need to add these fields directly to your document.

You can create either a PDF document or Microsoft Word document, however, Sertifi highly recommends creating a PDF document.

Creating a PDF document

To add your syntax to a PDF document, add SFPUSH_Opportunity.Name and SFPULL_Opportunity.Additional_Comments__c to the fields on your document where you want this information to appear. Note that if you're using the Data Integration with Salesforce CPQ, you should use a Word document with text fields.

Creating a Word document

To add your syntax to a Word document, add [[SFLD:SFPUSH_Opportunity.Name:W=150,H=15,R=True]] and [[SFLD:SFPULL_Opportunity.Additional_Comments__c:W=150,H=15,R=True]] to the fields on your document where you want this information to appear. For more information about creating Word documents, see data field parameters and use the syntax with fields you create.