This article explains how to find the data accessible from Salesforce when using the Salesforce App Connector so it can be used in smart templates through the binding syntax.
Prerequisites
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The steps to find the available data from Salesforce are:
- In Salesforce, go to the page where the Create Document button is shown.
- Press F12 to open Developer Tools of the browser.
- Click Create Document. The Composer opens.
- On the Console tab in Developer Tools, expand the
Sending data
field to show all available fields: - 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'.
Important
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