I have requirement where I need to send email template from the docusign and docusign template should have the salesforce object field data (specific fields) and I am using docusign APIs (custom API) not an application in this case, how I will be able to achieve this.
I have gone through it's documentation and also gone through many articles where it is recommending to use docusign application (managed package) for sending data from salesforce to docusign but in my case whatever code I will be adding it will be in managed package that is why I have to strictly use APIs only.
Note I have already written the integration where I am able to sending the templates from the docusign but my finding is how I can send salesforce data to docusign, or is there way to create dynamic template which will use salesforce object data.
To send SalesForce data to DocuSign, you have to use the DocuSign Apps Launcher for Salesforce which is a package of apps that work together to generate and send contracts for review, approval and signature.
https://developers.docusign.com/docs/salesforce/
Most DocuSign workflows and processes can be accomplished through the DocuSign eSignature for Salesforce UI, they can be customized and automated more extensively using the DocuSign API functionality exposed by the Apex Toolkit. If your Salesforce implementation uses Apex to customize DocuSign eSignature for Salesforce, we recommend installing and using the Apex Toolkit.
https://developers.docusign.com/docs/salesforce/salesforce101/apex-toolkit/
Related
After the recipient signs the document, I would like the newly signed document to be sent to the associated salesforce record. I am struggling to write data from docusign back to salesforce after the docusign document signing is complete. I have attached the permission set used by my connect user as well as the connect setting integrations between docusign and salesforce. I have also ensured that the 'Use content files' is enabled under content settings.Is there anything else I am missing here?
Connect integration settings
permission settings
If you're using one of DocuSign's Salesforce integration products
Writeback of data and the signed documents are handled automatically as a part of the product. If you're having a problem, contact DocuSign Customer Support.
If you don't have a DocuSign Salesforce integration product
In this case, you'll need to implement everything manually. The DocuSign Connect Salesforce options only apply if you have a DocuSign for Salesforce package installed.
I am using Docusign in my Salesforce Org and we are migrating to new org due to some business purposes and now we would like to migrate Docusign documents and templates to new org. Is it possible? What are the considerations and issues that we could face?
I would not recommend this as your old ref ids will not line up with your new org.
If your envelopes are still on the DocuSign side then you can do a mass push via envelope publish - but the as I said the IDs won't line up, so it would just be like a repo.
To do this, in the DocuSign side under Settings > Connect > Envelope Publish
You get a list of all of your envelopeIds, then feed it into Connect telling it to write back attachments
Connect pushes the entire envelope list including docs to your salesforce org --but where it goes in Salesforce I'm not certain
It is currently not possible to automatically copy or transfer the DocuSign for Salesforce settings or Envelope Configurations from one Salesforce environment to another. This means that you’ll need to install and configure DocuSign for Salesforce and recreate the Envelope Configurations in each Salesforce instance.
Our current plan for Docusign for Salesforce is that we would have the Admin Support for sales to send out contracts for sales, is there a way to have the email to send as if it is from the account/opportunity owner in salesforce? Happy for it to go to the account manager to then sign.
you can achieve that through customization of your system or through the Apex Toolkit or an API call but the user would have to exist in Salesforce/DS - I would suggest the apex toolkit as it would be the easiest and more manageable solution.
I want to create a HTTPCallout in salesforce apex to fetch all my contacts, emails ,etc. from gmail account without using any appexchange tools.
You can make callouts to the Gmail Restful API via Apex. This is very straightforward on the Apex side. I would recommend using an external Auth Provider with a Named Credential, that way you don't need to write code to do the Authentication.
apex_callouts_named_credentials
Apex_Callouts
https://developers.google.com/gmail/api/
What are the steps to create a "Send with Docusign" custom button for a custom Object in Salesforce.
Considering:
Salesforce is migrating away from JavaScript buttons, and toward solutions that are mobile and Lightning-friendly;
"Send with DocuSign button" is only available on an Opportunities, Accounts, or Cases Objects to prepare an envelope;
Docusign for Salesforce documentation does NOT cover this topic.
Any help is greatly appreciated!
The Salesforce Developer recipes for DocuSign may be of help.