This can be used to update smart fields in your agreement document in instances where fields have been updated in Salesforce since the document was generated. Any header level fields that are in your document as smart fields can be updated. If you choose to update the fields from Salesforce, all of the smart fields that have changed will be updated. You cannot select only specific fields.

You can also update values in tables or repeating datasets as long as all of the fields in the table are smart fields. If a table consists of some columns with smart fields and some standard merge fields, then a warning message is displayed. If a table consists entirely of standard merge fields or smart fields no message is displayed. Content in Sections cannot be updated using Update from Salesforce. While you are using the Update From Salesforce functionality, you can add a new row, if and only if there is an existing table to add a new row to. If you have tables in your existing templates that consist of regular merge fields, and you want the tables to be updatable from Salesforce, you must replace those tables with new ones that use smart fields.

To update smart fields

The document must contain smart fields. You should reconcile the document first if you want to ensure values in the document are not overridden by updating from Salesforce.

  1. Open an agreement document in X-Author Contracts and the Update from Salesforce option is enabled.
  2. Click Update from Salesforce and all the header level smart fields are displayed, as well as all tables containing smart fields.
  3. Review the changed values, which are highlighted in yellow, in the Fields and Table tabs.
  4. Click Update.

All of the field values that are highlighted in yellow are updated in the document. Now all smart field values are the same in the document, as in Salesforce.