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How to add a record owner from Salesforce into a document

  • January 11, 2024
  • 2 replies
  • 98 views

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I am trying to add the Opportunity Owner name from Salesforce into my document. I have tried various versions of the field name and nothing is working. Other fields are appearing fine so I guess it’s something specific about the Owner field. Anyone had experience of this?

Best answer by Brent_Doc

Hi @EmmaCee23  

Can you give the following tag a try and let me know if that works for you?

 

<<OpportunityOwner_FullName»

 

If not, please feel free to email us at Support@nintex.com and we can take a look at the DocGen Package. 

Thanks!

2 replies

Brent_Doc
Nintex Employee
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  • Nintex Employee
  • Answer
  • January 19, 2024

Hi @EmmaCee23  

Can you give the following tag a try and let me know if that works for you?

 

<<OpportunityOwner_FullName»

 

If not, please feel free to email us at Support@nintex.com and we can take a look at the DocGen Package. 

Thanks!


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  • Author
  • Novice
  • January 20, 2024

Hi Brent,

Yes, that worked. Thank you!

Thought I’d tried every option - but not that one.