This topic contains 2 replies, has 2 voices, and was last updated by  Christophe 8 months ago.

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  • Participant
    Christophe
    Newbie
    Member since: 10.04.2018
    Number of posts: 2

    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

    • This topic was modified 8 months ago by  Haris.
    Participant
    randy_agno
    Newbie
    Member since: 06.06.2017
    Number of posts: 2

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    Please follow the instructions described in this video:

    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

    Participant
    Christophe
    Newbie
    Member since: 10.04.2018
    Number of posts: 2

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    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:

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