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SalesforceFW's avatar
SalesforceFW
Explorer | Level 3
1 year 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?
SalesforceFW's avatar
SalesforceFW
Explorer | Level 3
1 year 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 Community Moderator rankDropbox Community Moderator
1 year 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.

  • SalesforceFW's avatar
    SalesforceFW
    Explorer | Level 3
    1 year ago

    I have last week but there's no response

    • Hannah's avatar
      Hannah
      Icon for Dropbox Community Moderator rankDropbox Community Moderator
      1 year ago

      Do you have the ticket number for that communication, SalesforceFW? I'd like to check it out.

      • SalesforceFW's avatar
        SalesforceFW
        Explorer | Level 3
        1 year ago

        Hi Hannah. It is 23774361

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