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Box Sign for Salesforce - Merge data from related Salesforce objects

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Mike Gill

Hello, I am testing out Box sign with Salesforce. I'm happy with the single object merging into template - great!

Is there any plans to support merging of data from multiple related objects or hack/work around?

Example Data

Contact - Jane Doe

  • Authorise - Provider Record 1
  • Authorise - Provider Record 2
  • Authorise - Provider Record 3

Expecting a Single document based on merged data

I know I can introduce a separate DocGeneration tool/process to create the document.

Before heading off down that path, I want to make sure there isn't a solution based around Box and Box api's

Thanks

 

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2 comments

Date Votes
  • Natalie Gunther

    We're trying to do the same thing. Please let me know if you find a solution!

     

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  • Alex Novotny

    This does not currently exist in terms of it being built into the product, but the SF admin should be able to create lookup fields that help consolidate the information you are wanting. 

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