I am trying to use Process Builder so that when a document has been sent out via DocuSign and the Envelope Status = "Completed", that the 'Status' field on our custom object called 'Contracts.' is updated with Signed. I I am a novice when it comes to process builder. Have only had to use it once about a year ago and the process I had to build out was very basic.
Any step by step guidance would be great.
Thanks!
Marie
1 Antwort
Hi Marie,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Salesforce Automation group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzcCAA
Hope that helps.
Regards,
Jayson
