Is there a way where the Docusign app can run in Salesforce Communities, and a communities member can self-service to send themselves an envelope for signature?
DocuSign eSignature for Salesforce doesn't officially support Communities use.
One potential solution for self-service would be to direct the community member to a PowerForm (general info here: https://www.docusign.com/features-and-benefits/features/powerforms) to have them fill out an envelope. You can then set up DocuSign Connect to writeback that envelope's info: https://support.docusign.com/en/articles/How-to-configure-a-PowerForm-to-writeback-to-specific-Salesforce-records
Related
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/
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.
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 tried to implement Docusign for Salesforce Partner Community.
I can give partner community user accès to Docusign, when I clicked on the button Send with Docusign, I have the Docusign Page and can select a template.
Then when I clicked on "Next" or "Send Now " button I have an error.
"The partner community is down for maintenance
Sorry for the inconvenience. We'll be back shortly."
Did anyone knows why I have this message ? Did you already implement Docusign in a Partner community ?
The managed package from the AppExchange does not apply to Community pages. Community Users are not members of your DocuSign account and cannot leverage DocuSign from within Salesforce.
There are however some recipes so that you can build out this type of desired functionality within your SFDC Community pages/portal: https://www.docusign.com/blog/extending-docusign-salesforce-recipes-success/
We have a website running on Kentico. When a user logs in there will be a link available for the user to navigate to a Salesforce Community. When the user clicks the link I would like to automatically log the user into the Salesforce Community. My Kentico Users as in sync with the Salesforce contacts/external users.
Has anyone implemented this? If so, can you share how you achieved? It seems like a SAML Assertion needs to be generated and posted but I am not familiar with how to do this.
Thanks in advance!
Since Kentico should not be used as the authentication provider for other applications, it will be easier for you to find out can SF Community provide some authentication API which then you can setup custom external authentication (through SF) in Kentico.
You can also consider using something like OpenID which is supported by both SF and Kentico. (https://help.salesforce.com/articleView?id=networks_authentication_options.htm&type=0)