1 Reply Latest reply on May 26, 2015 5:38 AM by SimonATS

    Customizing Salesforce Agreement Object

    bobbyh18246734

      Anyone have any experience/suggestions regarding customizing the Salesforce (Echosign) agreement object page layout.  I want to add a default routing on each agreement to a contract alias first before it goes to other approvers/signatures.

        • 1. Re: Customizing Salesforce Agreement Object
          SimonATS Adobe Employee

          You can add custom fields to the Agreement object, but is you use the default eSign services VF layout thse field won't be visible. You can still map data to these fields from any master object you are working from. Om the agreement template record use the Map Data into Agreement Fields option to map fields from the master object to the custom field added to the Agreement object.