Add a field mapping

SigningHub supports the mapping of specific fields for nine Salesforce entities. See the following table for the supported entities and their fields for mapping. Each entity in a column is followed by their supported fields:

Supported Salesforce Entities and Their Fields for Mapping
Fields	Salesforce Entities
	Opportunities	Campaigns	Leads	Accounts	Contacts	Quotes	Orders	Cases	Contracts
	Name1	Name1	Name1	Name1	Name1	Name1	Name1	Cell Number1	Name1
	Close Date2	Is Active3	Email1	Account Number1	Email1	Description1	Order Number1	Description1	Start Date2
	Description1	Actual Cost5	Address1	Site1	Title1	Email1	Account Number1	Contact Mobile1	End Date2
	Quantity5	Budgeted Cost5	Annual Revenue5	Annual Revenue5	Phone1	Expiration Date2	Effective Date2	Contact Email1	Contract Number1
	Is Private3	Description1	Company1	Billing Address1	Fax1	Fax1	PO Date2	Contact Phone1	Description1
	Next Step1	Start Date2	Description1	Description1	Description1	Phone1	PO Number1	Closed Date2	Billing Address1
	Lead Source4	End Date2	Fax1	Number of Employees5	Department1	Quote Number1	Is Reduction Order3	Created Date2	Company Signed Date2
	Stage4	Expected Revenue5	Mobile Phone1	Fax1	Mailing Address1	To Address1	Shipping Address1	is Escalated3	Customer Signed Date2
	Type4	Type4	Phone1	Is Partner3	Mobile Phone1	To Name1	Contract Name1	Comments1	Customer Signed Title1
		Status4	Title1	Phone1	Lead Source4	Shipping Address1	Contract End Date2	Subject1	Shipping Address1
			Website1	Shipping Address1		Shipping Name1	Billing Address1	Status4	Special Terms1
			Lead Source4	Website1		Is Syncing3	End Date2	Priority4	Status4
			Industry4	Type4		Tax1	Activated Date2	Case Origin4	Owner Expiration Notice4
			Status4	Industry4		Total Amount5	Status4	Type4
			Rating4	Rating4		Discount %5		Case Reason4
			Clean Status4	Ownership4		Status4
Field Legends:
Field1 refers to the "Text" type fields. Field2 refers to the "Date" type fields. Field3 refers to the "Checkbox" type fields. Field4 refers to the "Select List" type fields. Field5 refers to the "Number" type fields.

Add a field mapping

Login into your Salesforce account with a "System Administrator" profile.
Click the "App Launcher" icon in the top left corner and select "View All".

Locate and select "SigningHub Admin"

The administration section of SigningHub for Salesforce will appear, click the "Document Fields Mapping".

The "Document Fields Mapping" screen will appear. Click from the grid header.

A screen will appear to input mapping details. Specify the details accordingly and click the "Save" button.
See the below table for fields description.

Document Fields Mapping
Fields	Description
Entity Type	This drop down will list all those Salesforce entities which SigningHub supports for fields mapping. Select an entity (i.e. Opportunity, Contract, Leads, etc.) whose field is required to map with a document form field.
Entity Field	This drop down will list all the fields of selected Salesforce entity (above) which SigningHub supports for mapping. Select a field which is required to map with a document form field.
Form Field Type	This is the read-only field to display the type of entity field (selected above), i.e. Text, Checkbox, Date, Select List, etc. Ensure that the types of both the entity field and the document form field (with which mapping is required) are the same.
Form Field Name	Enter the name of document form field (shown under the Field Properties dialog) that needs to map with the selected entity field (above), i.e. OppCloseDate. See the below heading as how to get a form filed name. Whenever a PDF document with the same form field is shared from this (above selected) Salesforce entity, SigningHub will automatically pick its field's data and populate it in the respective form field of document.
Auto Sync	Tick this check box to update the mapped field (value) of Salesforce entity according to the changes done on the document fields content. In this way, when a Salesforce user changes the pre-populated content on the document form field, the same changes will be saved on the mapped field of Salesforce entity as well.

How to get a form field name?

Open your PDF document in a PDF editor that supports form fields editing, i.e. Acrobat Acrobat DC.
Select "Prepare Form" and edit the form field which is to map with a Salesforce entity field, and open the "Field Properties" dialog.

Now look for the "Name" field inside the "Properties" dialog. You can also enter a customised name for a form field. Copy this name and enter in the "Form Field Name" field of the "Document Fields Mapping" screen above.
When this document is signed, the Salesforce "Close Date" will be added to the "OppCloseDate" form field in the PDF

Field Mapping Rules:

The names of document form fields (i.e. OppCloseDate, OppName, etc.) should be correctly specified against the Salesforce entity fields that need to be mapped.
The type of Entity field and the type of document form field with which mapping is required, should be the same, i.e. A 'Text' field should be mapped only with a 'Text' field, a 'Select List' field should be mapped only with a 'Select List' field, and so on.
When ticked, the "Auto Sync" feature will work at the time of document sharing and document signing both.