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Forum Discussion

SalesforceFW's avatar
SalesforceFW
Explorer | Level 3
6 months ago

Salesforce - I cannot merge Opportunity Line Items to a new template

Hope someone can advice.

 

I am creating a template to be used on the Opportunity but I cannot seem to merge Opportunity Line Items to the template. Is it possible?

Dropbox Sign
Third Party Integrations
  • Hannah's avatar
    Hannah
    Icon for Dropbox Staff rankDropbox Staff
    6 months ago

    Hey SalesforceFW, thanks for reaching out to us.

     

    Are you doing this through Dropbox directly?

     

    Can you guide us through the steps you're following for this process, so we can assist you further?

     

    Thanks!

    • SalesforceFW's avatar
      SalesforceFW
      Explorer | Level 3
      6 months ago

      Hi Hannah. I am doing this on the DropSign app within Salesforce. I am editing the templates. When I come to the merge fields section, I'm not sure how to pull the Opportunity Line Items onto the selection

      • Hannah's avatar
        Hannah
        Icon for Dropbox Staff rankDropbox Staff
        6 months ago

        Thanks for the update, SalesforceFW.

         

        I would suggest reaching out to Dropbox Sign support directly for further assistance on this.

         

        You can do so through this page.

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