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How to: Write back to a Salesforce Record using S-Sign Input Fields

This page will guide showcase how write back to a Salesforce Record is achievable using S-Sign Fields.

Phase 1: Constructing the Templatee

Specific fields that allow writeback to Salesforce Records include the following:

  • Text Fields (used for text and numeric data)

  • Signature Fields

  • Checkbox

  • Date

Using any of the above field types, specify the Salesforce Field that exists on the Object Record where this data is to be stored.

Construct the template body as normal, adding the different S-Sign Inputs that require writeback.

Do not attempt to write back to a immutable field in Salesforce. If this occurs when submitting the document the active signer will be presented with an error message indicating the writeback was not possible, and the Signed Document will not be submitted.

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