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.
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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.
I am building a booking application which requires a calendar for each asset which can be booked for a given time slot. my aim is to assign a calendar to each resource and manage their availability, booking , conflict management.
is this possible? to create unlimited calendar with one account and name each calendar with resource?
how to go about the same?
Thanks
yogesh
I'm not sure if you can create an unlimited calendar with one account. AFAIK, as stated in this tutorial it is possible for an "app to allow your users to schedule/reschedule Calendar events using one of your Google calendars, you I don’t need the users to authenticate themselves with Google.What you need to use is the Google Calendar API with a service account."
Try the suggestion in this forum, to enable your user to create an event to multiple calendar make your user's email as a value in the attendees this will make your authenticated user be able get the events to their own calendar.
You would create your own implementation for managing availability and conflict management.
Hope this helps.
As part of creating a service for syncing an internal application's calendar with Outlook Calendar (Exchange) I need a way to get all of the events from the calendars of a list of users. Through EWS I can get access to a user's calendar with their credentials but I won't have access to the password of the users I need to get the calendar's for. Is there any way to get at any user's data using admin credentials and that user's mail address?
Answering my own questions here but the answer is through impersonation. I had come across impersonation early but at first glance it wasn't what I was looking for but after reading more carefully it seems to be exactly what i need.
MSDN article on Impersonation
I'll have the server admin set up an account with impersonation permissions then connect to each account through their username/address and pull the calendar data I need with the GetUserAvailability method.
We are trying to build one simple website using force.com sites.Here User logged into website and need to perform different actions by moving to different VF pages.
We are facing a Problem to maintaine Session of particular user. We need help regarding how to maintaine session for particular user.
Kindly give your help. Please provide any sample code.
Thanks.
You can't ;)
Think about it, you can store usernames/passwords in your data objects and if they allow you to login and maintain a session for that user and use it to walk around apex pages and builtin forms why would you buy a salesforce license? You could operate a 1000 employees rig with just one administrative license and a site URL. For that reason salesforce does not allow you session control, it grants you one when you buy and expense a license.
For sites, you have to purchase either Customer Portal license or volume-based High Volume Customer Portal set and then use those to "promote" a contact into a login user with the above license. Then, when that user logs into site it has its own session.
This document http://wiki.developerforce.com/index.php/Authenticating_Users_on_Force.com_Sites might be of great help.
This tutorial shows you how to authenticate users on Force.com Sites. It provides a description of Customer Portal, which is needed for the authentication, and shows you how to set up such a site and process to allow site visitors to become authenticated users.
The points on customer portal are correct, and you have to pay for these licences. If you build your own auth on Force.com Sites and salesforce.com finds out they'll be very unhappy. That said you can still do it using cookies (http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_classes_sites_cookie.htm) but it's not perfect because it's client-side.
I highly recommend that you steer clear of this approach though. You're better off building your UI layer on another platform (Google App Engine or Heroku) and using web services created on the Force.com platform through that UI.