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Box Sign for Salesforce - Merge data from related Salesforce objects

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2 comments

  • 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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