{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2b9c499c9fb5435b948357dfc969c19d\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2b9c499c9fb5435b948357dfc969c19d-ce43db25f56abe1f.gif","duration":267.509,"title":"Resolving Salesforce Document Creation Errors in PandaDoc","description":"Hi team, in this video, I walk you through resolving an error that may occur when creating a document from Salesforce. If you encounter the message stating that Salesforce needs to be authorized by a Pandadoc admin, please ask your admin to connect Salesforce through the templates section by adding the pull data integration step. This connection is workspace-wide and essential for our automated workflows to function correctly. After establishing the connection, you should be able to create documents without any issues. Remember, both the native connection and the one from the template are required for everything to work seamlessly."}