LinkSquares recommends that users who leverage the LinkSquares Finalize integration in Salesforce take into account the following best practices and expected behavior when creating a new template. Incorporating best practices into your workflow will provide efficiency and clear communication with your teams or coworkers.
- Salesforce stores account addresses in separate fields. Therefore, instead of having one #[ADDRESS]# field, separate the address into #[STREET]#, #[CITY]#, #[ZIP]#, #[STATE]#, and #[COUNTRY]# fields. This allows your Draft templates to pull in address fields into two separate lines.
- Create agreement detail fields for any additional data that you would like to pull in from Salesforce around the opportunity or account. Some examples are agreement detail fields using the Text answer type to pull in the Opportunity Amount or Account Region.
- Tokens and agreement detail questions can pull in data from Salesforce via mapping. To learn more about the Salesforce fields to which LinkSquares input types can be mapped, reference our article on Salesforce Finalize: Template Configuration.
- Once a Finalize agreement enters the Fully Signed and/or Done statuses, the agreement is ingested into LinkSquares Analyze. Agreements created from Salesforce Finalize will show up with the Salesforce object ID that matches the object (i.e., the parent ID) to which it was initiated. To learn more about Analyze agreement ingestion, reference our article on Salesforce Analyze: Feature Overview and Configuration.