How do I map Lumin Templates in Salesforce?

Prerequisites

• An active Lumin Sign Salesforce integration

• Access to Lumin

• Salesforce Administrator permissions (for mapping)

Step 1: Prepare in Lumin – AgreementGen

1. Upload your file or use the AI prompt to generate one.

2. Use the Roles tab to add or remove signer roles.

3. To reassign a fillable field, click the field > Assign Role > select the correct signer.

4. Insert Variables:

   1. In Salesforce Lumin Admin, click View Lumin Fields.

   2. Copy the Variable Name (e.g., ). Alternatively, copy the Form Field Name Account.Name).

   3. Paste it directly into your AgreementGen text.

5. Save: Click the three dots (top right) > Save as Template.

Step 2: Sync to Salesforce

1. In Salesforce, go to the Lumin Admin tab.

2. Scroll to Step 4 and click Sync Templates.

3. Go to the Templates tab and ensure your template is toggled to Active.

Step 3: Map data fields

1. In the Mapping tab, link your document roles to Salesforce fields (e.g., Signer → Primary Contact).

2. In Field Mappings, ensure document variables match Salesforce fields.

3. Use Add Lookup Field to pull data from related records (like an Owner's email).

Step 4: Automate the workflow

In Signature Request Settings, configure your final automation:

1. Toggle Account Mapping to Active.

2. Specify the number of days until the signature request expires.

3. Check Automatic Download to save signed PDFs back to the Salesforce record.

4. Check Include Certificate of Completion.