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How to configure Salesforce bindings for the App Connector

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Maria Bendixen
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This article explains how to configure Salesforce bindings for the App Connector.

 

Prerequisites

 

 

Configure Salesforce bindings

  1. In Salesforce go to the page where the Create Document button is shown.
  2. Press F12 to open the Developer Tools of the browser.
  3. Click Create Document.
    The Composer is opened, but ignore it (you don’t have to select a template).
  4. Now on the Console tab in the Developer Tools you can expand the Sending data field to show all available fields:

    salesforce_sendingdata.png
  1. The (purple) fields can now be used in bindings in a template using a HostSystem binding.
    For example {{HostSystem.AccountNumber}} will show the value ‘CD355118’ in the document, and{{HostSystem.CreatedBy.Address.city}} will show 'Eindhoven'.
 
  • Field names are case sensitive.

  • Fields like 'FullPhotoUrl' (see image above) that contain references to images are not supported (it's not supported in Dynamics to use images outside of Templafy). So creating an Image field in Dynamics Designer with a binding like {{HostSystem.CreatedBy.FullPhotoUrl}}will not work.

 

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