In Recipient Settings tab there is the list of the Salsforce objects preconfigured as recipient source.
Add a new recipient source:
- Click the 'Add' button
- Fill all requested fields and press 'Save' button
- Object: the Salesforce object to use as recipient Source.
- First Name Field: the field of the choosen Salesforce object that must be used as first name of the envelope recipient.
- Last Name Field: the field of the choosen Salesforce object that must be used as last name of the envelope recipient.
- Email Field: the field of the choosen Salesforce object that must be used as email of the envelope recipient.
- Mobile phone number: the field of the choosen Salesforce object that must be used as mobile phone number of the envelope recipient.
- Recipient Source Name: this is automatically populated with the name of the Salesforce object.