DocuSign for Salesforce - Best practices for Using Merge Field writeback feature versus Connect
Merge FieldsIf information needs to be pulled from Salesforce and put into a DocuSign Envelope, Merge fields can be used to pull from Salesforce fields directly. Writeback can be used to push information back to Salesforce fields.
DocuSign Merge Field options:
- Allow Writeback to Salesforce: Only available when Relate to Salesforce is selected. Select this check box to automatically update the Salesforce data when the data is changed by a signer.
- Allow sender to edit custom fields: Only available when Relate to Salesforce is selected. Select this check box to let senders modify the value of the custom tag when the tag is added to a document during the sending process.
DocuSign Connect for SalesforceWhen an Envelope is created outside of Salesforce (such as when a PowerForm is used), DocuSign Connect for Salesforce can be used to push data back to a specific Salesforce record.
With a customized DocuSign Connect for Salesforce configuration, individual Salesforce records can be updated upon Envelope Status changes when using Bulk Send. This is explored in greater depth: how to initiate a Bulk Send and update Salesforce records.
Note: If you're using a custom listener with Connect (also called "Custom Connect") see our Connect Custom Configuration guide.