[Editor 2.0] Salesforce: 2-Way Sync
Plan availability:
PandaDoc: Enterprise
Salesforce: Essentials, Professional, Enterprise, Unlimited, or Developer edition
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Warning:
To use 2-way sync, you must have access to Salesforce API.Note:
In PandaDoc setup under Document Trigger Setting, if you don’t see the four triggers as described below, make sure you have the latest Salesforce version.You can update fields in Salesforce with PandaDoc documents data using Zapier. Learn here more.
For developers, you can find GitHub documentation here outlining how to set up custom classes and triggers in the PandaDoc integration with Salesforce.
Update opportunity status when PandaDoc status is updated
You can set up automatic opportunity status updates once a PandaDoc document’s status is changed.
To enable this feature in Salesforce, click on the “+” at the top, then click PandaDoc Setup. Scroll down to Document trigger settings. Enable Change Opportunity Status Trigger and click Setup.
Then, map Document status to Opportunity status. You can set this up for any document, or for documents created from a specific template. The top mapping allows you to set mapping for any document.
Scroll down to set up status mapping for a specific template. Add the template ID and click Add. (To find a template ID, open the template and copy the ID from the link in the address bar.) Then, set up the mapping below and click Save. You can create specific mapping for an unlimited number of template IDs.
Please note: When both types of mapping are set up, specific template mapping will override default mapping (ie. mapping for all documents.)
If you need more status mappings -> please submit an idea on the idea portal or email us at support@pandadoc.com.
Save updates to documents to “Notes and Attachments”
You can save all document updates as notes under “Notes and Attachments” in Salesforce.
- To enable this feature in Salesforce, click on the “+” at the top and then click “PandaDoc Setup.” Scroll down to “Document trigger settings”, enable “Documents Activity Trigger” and click “Setup”.
- To finish configuring “Documents Activity Trigger, select the object where PandaDoc module is installed and click “Save”.
The following info is saved to Notes:
- {PandaDoc user} created a document {Document name}.
- {PandaDoc user} sent a document {Document name} to {Recipients}.
- Document {Document name} was viewed.
- Document {Document name} has been completed.
- Document {Document name} was signed by {Signer name}.
- Document {Document name} is waiting for payment.
- New revision for {Document name} document has been created. (is displayed when document is sent and edited afterwards)
- Document {Document name} expired.
- Document {Document name} was paid.
- Document {Document name} was declined.
- Document {Document name} was deleted.
If you want to push more changes to Notes, please submit an idea on the idea portal or email us at support@pandadoc.com.
Save PDF version of PandaDoc to “Attachments”
You can save PandaDoc document PDF as attachment under “Notes and Attachments” section in Salesforce.
To enable this feature in Salesforce, click on the “+” at the top and then click “PandaDoc Setup". Scroll down to “Document trigger settings”, enable “Save PDF version of PandaDoc to Files (new)” and click “Setup”.
Note:
you can refer to https://help.salesforce.com/articleView?id=collab_files_differences.htm&type=5 to learn the difference between files and attachments.Configure statuses that will trigger a PDF upload.
You can also configure Attachment name format. To do that, copy merge fields/tokens (e.g. [documentName]) suggested in the tooltip on the right and paste them into the “Attachment name format” field.
Note:
[today] stands for today date, [now] stands for today date + time.
Once done – “Save” the configuration.
Troubleshooting
PDFs aren’t attached to Files, although other triggers work
Known reason: PD_API in Remote Site Settings is not set as active.
Solution:
- Go to SalesForce Setup
- Enter “Remote Site Settings” in the Quick find bar and click on it
- Check whether the value in “Active” column is checked for PD API
- Click Edit and tick the checkbox to activate if it is unchecked
- Click “Save”. Here is the GIF showing the steps described:
