I am using Salesforce DocuSign gen product. I have a requirement to generate documents systematically in Salesforce and associate it with one of the custom objects (lic_documents__c is a child object for another custom object). I could not find the right method for generating documents using Docusign Apex toolkit. Does anyone know if there are any methods available in DocuSign Apex toolkit to generate document? Salesforce DocuSign esignature managed package has got createEnvelop and sendEnvelop methods. I am not sure if createEnvelop method could be leveraged for my use case. Any help is appreciated
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I want to send a document from a react Teams app to Docusign for Signature. Has anyone come accross the same?
You could use out of the box DocuSign Teams integrations.
You could use something like Zapier that can connect many things together with APIs.
You could write your own if you want.
Am trying to connect and fetch product/Item data from Apttus using mulesoft and send it to netsuite,I am not having much of information but I heard its part of salesforce so can I use salesforce connector to connect?,I have searched google but I didnt find any example to connect apptus to mulesoft.Can anyone help? if its part of sales force what operation should I choose
Yes, Salesforce connector will integrate with Apttus only if you're using standard and supported functions of the force.com platform.
You should therefore be able to create custom objects, and retrieve or filter them through DataSense.
Hi I am very new to Salesforce, the below is what I am trying to achieve.
I am using a machine learning algorithm in Python, and result of this needs to be displayed in salesforce app.
Currently this data to be displayed resides in a place in a different server.
Is it possible to display data not residing in salesforce in salesforce app (Without creating new fields in salesforce) ?
Please help.
Thanks in advance
If you don't need any interactions of your Python app with Salesforce logic, you can integrate an with the Salesforce UI using Force.com Canvas.
But if data from Python app should to be processed by some logic in SF, I think you need to use Salesforce API for integration. But it's way which you want to avoid.
I will work on a new project related to salesforce. Actually what we want to do is to have a salesforce API that contains our database and this API will accept connections from our clients. Once we establish the connection the user will have the access to our database too. Since I dont know anything about salesforce right now, I just wanted to ask you if you have some ideas on how to do that ? Is there any existing API doing that ? or We need to implement our new API for salesforce ?
Salesforce provides several APIs out of the box that can be used to access the data stored in your Organization.
Have a look at the REST API, Enterprise API and the Partner API. See Which API Should I Use?.
If none of those suit your needs you can use Apex to create your own REST or SOAP based services.
I am new to salesforce. I need to know how to design a WSDL for salesforce REST API inorder to connect salesforce service?
I have a doubt, is it possible to do a GET request(sales force has REST access) on sales force resources and create xsd based on the response xml received for each request?
But I cant able to find particular schema available for salesforce.
or
Is there any other way to design a WSDL for REST API?
Thank you for your answer in advance
For the REST API, you don't need to use the WSDL. You can explore the API by going to
https://{instance}.salesforce.com/services/data/v24.0
For an interactive explorer, check out apigee's salesforce console:
https://apigee.com/console/salesforce
You can also use Workbench to make REST calls to Salesforce:
http://wiki.developerforce.com/page/Workbench