[Editor 2.0] Salesforce: 2-Way Sync
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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 update once PandaDoc status is changed .
To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup". Scroll down to “Document trigger settings”. Enable “Change Opportunity Status Trigger” and click “Setup”.
As of now, you can configure automatic Salesforce Opportunity status update for the following PandaDoc statuses:
- Document Sent
- Document Viewed
- Document Completed
- Document Draft
- Document Declined
- Document Deleted
Once you map your statuses, click Save.
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
If a trigger doesn’t work, make sure the API keys generated in PandaDoc and in Salesforce match. Here’s how:
- In Salesforce, click on the “+” at the top and then click on “PandaDoc Setup". Scroll down to “Two-way sync from PandaDoc to Salesforce”;
- Make sure the API Key in Salesforce matches the one in PandaDoc (to find go to Settings > Integrations > Salesforce > Step 4).
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:
