Text Tags - API Name & Case Sensitive

The Salesforce API field name isn’t always what is displayed in the user interface. To make sure the text tag is correct you can pull the field mapping from the Merge Fields field on the HelloSign Template record.

[{"name":"Opportunity.Name","type":"text","editor":"Rep"},{"name":"Opportunity.Amount","type":"text","editor":"Rep"},{"name":"User.Rep.Name","type":"text","editor":"Rep"},{"name":"User.Rep.Title","type":"text","editor":"Rep"},{"name":"Opportunity.IsPrivate","type":"checkbox","editor":"Rep"}]

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CALLOUT

The Salesforce API name for the private checkbox is actually IsPrivate

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CALLOUT

HelloSign Text Tags are case sensitive