How to map SF account level fields

  • 20 September 2021
  • 1 reply

I’m setting up a Zap to create a DocuSign request when I update an Salesforce opportunity to a specific stage.  When mapping the fields I only have the fields within the SF opportunity available, but I also need the SF Account level fields to properly map over.  Are you able to pull data from both the Account and the Opportunity to map into Docusign?  If not what is the workaround?

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1 reply

Userlevel 7
Badge +14


Try adding a Salesforce Find Record step to the Zap to get the data from Opportunity’s the linked Account.