Does drawloop support pulling fields from external objects in salesforce?

  • 3 May 2017
  • 1 reply
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We are trying to merge fields from an external object in SFDC into a document using drawloop.

 

Is this something that is supported? And if so, is there documentation for this somewhere?

 

I'm running into some issues when i try to POC it.


1 reply

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Hello Christopher Brehman‌,

If the data you need for your document isn't stored on the object on which you base your Document Package, you can create a Salesforce Object relationship to pull additional data into your documents. Once you have a Salesforce Object relationship in place, you can manipulate or add data to it by adding a filtering or adding an alias.

This help link here should assist you. 

Cheers 

Sophie

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