Update from Salesforce is an action located in the X-Author Contracts ribbon you can use to update smart fields in your agreement document where fields have been updated in Salesforce since the document was generated. Update from Salesforce updates all header, 2nd and 3rd level smart fields located in your document, including:

  • Smart and read-only fields in the body of the agreement document.
  • Smart fields in sections.
  • Smart fields in tables or repeating data sets. Adding a new line item in Salesforce and updating will create a new row in the table.
  • Smart fields in generated clauses.
  • If you choose to update fields from Salesforce, all changed smart field values will be updated. You cannot select only specific fields.
  • Adding new line items to a Salesforce record and updating will only add a new row to the agreement document if a table exists containing those fields.
  • If your agreement was generated when the agreement line items were not created, you can use Update from Salesforce to update the empty table's values in the agreement document.
  • Fields cannot be updated to or from an empty (null) value.
  • Update From Salesforce does not work for an agreement document that has text area fields with multiple lines.
  • Deleting a row in a repeat-table and then performing Update from Salesforce, fails to update the values of all the remaining rows under the deleted row.

To update smart fields or read-only fields

  1. Check out your agreement document.
  2. Click Update from Salesforce to display a dialog showing all header-level fields in the document. Field values that have been changed on the Salesforce record are highlighted in yellow.
  3. Review the changed values and click Next to continue. The next page displays fields contained in sections and tables. Changed field values are highlighted in yellow.

  4. Click Update. All highlighted field values are updated in the document to reflect changes made to the record in Salesforce.

Fields updated from Salesforce are not marked in the Control Panel as changed.

Your field values are updated with the values of Contract Management.