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How to find the data available from the Salesforce App Connector

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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

 

 

How to find the data available from the Salesforce App Connector

  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 opens
  4. On the Console tab in the Developer Tools, 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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