We got a DOCUSIGN button to generate a PDF document and send it to the clients for the e-signature but we need the one-click button to preview the document without having to go through all the steps (Selecting template -> selecting recipients --> then clicking on preview button). Really appreciate it if someone could provide guidance here.
With DAL/Apex toolkit, there is no API function allowing to preview a document inside a template. However if an envelope was already sent in draft state, built based on this template, you can preview the envelope with the API function "getSenderViewUrl".
If you're interested, please refer to the documentation: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelopeservice.html
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After login to community if user modify the url by writing any random thing on url then we are getting salesforce standard error page. And on that page in header section we can see our community name and user details with dropdown. I want to hide that user details from the standard error page. is there any way to customize that?
Below i am attaching a ss with url and mysetting link highlighted. So how we can disable that my setting link or complete hide that dropdown items.
I tried one thing to unchecked the allow standard salesforce error checkbox from community page setting after going to community workspace. but if i do that then we have a login flow on the community that is failing with this setting. So is there any way to hide this user details?
I know this feature is available for the old Salesforce UI, but couldn't find anywhere how to pre-populate recipients using Docusign Lightning component.
Has anybody been able to solve it?
With SalesForce "classic" you could use a JavaScript button to prepopulate recipient info when the DocuSign Envelope is created. However, it appears that SalesForce Lightening does not support JavaScript buttons.
To customize "Send with DocuSign" behavior in SalesForce Lightening, you might try the following approach:
Create a Visualforce page that launches an APEX class controller that opens a URL.
Create a class to define that controller.
Create a new action on the opportunity and associate the Visualforce page to the action.
Add the Action to the appropriate area on the Opportunity page layout.
You can find a code sample for this type of implementation on this thread in the SalesForce Developer forum: https://developer.salesforce.com/forums/?id=906F0000000BWr4IAG. And, this other SO post shows an attempt to implement this approach to customize the Send with Docusign behavior: Customize "Send With Docusign" in Salesforce Lightning.
Note: I'm not a SalesForce developer and this answer is simply recommending an approach that others seem to have used in the scenario you've described.
My chatbot returns text from search engines results on the chatbot screen with the link in the form of a list.
I want to add a horizontal navigation button suc that at once only 1 text result is shown for a query and the next result can be seen by clicking the next botton which will slide over the current result.
Can this be achieved via conversation>
Conversation is one REST API endpoint, so you can calling the Watson conversation service, and built your application with custom code.
Take a look in this project: conversation-simple. One example using Watson Conversation with Node.js (Back-end). You can simple download this project and make your custom design (like buttons) in the front-end or add more business roles in the back-end. Or, you can add your HTML custom code in the conversation and will render for you.
But, like I said, you need to build one custom code to added this painel in the Front-end (HTML, CSS, Javascript). I recommend take a look jQuery, bootstrap, or search templates.
See the API Reference for using Watson Conversation.
See the Official documentation for using this API.
I am newbie to the salesforce and working on the Live Agent setup and its other useful features. Now I am looking to implement the Pre-Chat form, but I dont see the option to choose form. I see the below, Could you please guide what setting needs to be done ?
I have created a custom VF page and now I want to choose that form. But I dont see that option. I created the Pre-chart form using : https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/live_agent_dev/live_agent_pre_chat_forms_code_sample.htm
For that we need to register the site for your own force.com site like below and then only you will be able to see the
And Now you will be able to see
Paste the URL of the page eg. https://cs-19.salesforce.com/apex/PreChatForm in the Pre Chat Form field
I'm using a DocuSign custom button. I have the document Id of the document I want added into docusign, on my object. Is there a way to automatically add the document using that Id?
The use case is, I'd like my user to hit the send via docusign button, and already have the document and the docusign envelop configured. If the document isn't there, they have to search for it.
On the object you are having you dosign functionality,if that object has any attachments then it will take automatically those attachments and move in to the envelope page.I think you need a custom button to add attachment to the related object than that attachment will get added automatucally.After cilcking send with docusign button you will able to see those attachments.