We are trying to create a solution that would allow us to dynamically create an envelope using pre-defined DocuSign templates. Meaning that the templates will be pre-built, but depending on certain field values in Salesforce, we could programmatically (dynamically) create an envelope so that:
In one scenario, an envelope will be created with documents A and B
In another scenario, an envelope will be created with documents A, B, and C
In a third scenario, an envelope will be created with only document C
Our requirement being that the selection and creation of this envelope is not manually done by the user, but programmatically and dependent on Salesforce field values from a custom object.
We're beginning to explore the newly released Apex Toolkit, and we'd greatly appreciate a point in the right direction & some insight from the devs behind the Docusign for Salesforce - Core package.
Thank you!
This is one of the potent use cases for us building the Apex toolkit. The scenario outlined above can be definitely achieved via the pre-built envelope creation methods exposed as a part of the Apex toolkit. Please go through the sample code provided in this link below.
https://developers.docusign.com/salesforce/code-examples/salesforce-sending-signing-template
Ideally you should be able to invoke this and tie it to any custom logic that references Apex in your Salesforce instance. Do let us know if you have any specific question regarding the same and we will assist you.
Sample example:
Account Stage set to XYZ
Trigger on Account for after update
Incorporates a future method with callout=true and this future method will call the Apex toolkit methods for creating envelopes
Related
I am very new to DocuSign and trying to create a proof-of-concept for integrating DocuSign with our own Managed Package for Salesforce. I understand how I can create an envelope, how to create a document based on a template, how to fill it with the data of my Salesforce record and also how to send it.
My issue though is that the data which needs to be filled into the DocuSign document is not entirely saved within the specified record. Some data such as certain KPIs are loaded from AWS but belong to the record you're looking at. To me it seems that when creating an envelope, you need to specify the record-id of the record you're trying to pull data from.
Is it possible to extend that by not specifying a record-id but rather an Apex Object or List for example?
We have a situation where some of our DocuSign documents do not get signed within the DocuSign system. We have someone that manages these "paper signatures" and then uploads them to DocuSign which connects to Salesforce.
We need to relate these envelopes to either an Opportunity or a Quote to get them to populate fields on these records.
When creatng the envelope, we have the option to "Relate to Salesforce" objects: Leads, Contracts, Opportunities, etc. We tried to use Opportunities and then use the Search to find the Opportunity to attach it to. However, if the Opportunity is in a Closed status (which it is 99% of the time), it will not show up in the search to select.
We could also attach to a Quote, however, there is no option on Salesforce Connect to relate to this object.
Does anyone know a workaround for this that will still allow our person to upload through DS and connect to the appropriate record?
Thanks,
Shannon
It will not unfortunately work with closed ops or quotes.
The only way I can think to do it would be to add a non-required envelope custom field in your account called ##SFOpportunity and when uploading that wet signed doc into DocuSign add the objectID as that envelope custom field (it's how the manage package relates back to proper objects when sending from SFDC).
It's a bit of manual process, but it should work.
I have to work on this task..but I have no idea how to start. I googled it..but did not get the relevant answer.
I have various forms on website. These forms are made using drupal. On the submission of form I have to push the contents in the contacts and activities of salesforce. For eg let's say ABC has downloaded a newsletter. Then ABC will go in contact(of salesforce) and newsletter will go in activity(of salesforce) of ABC in salesforce. Now using the activity I have to create a custom list and import it to mail chimp.
My research :
Drupal to salesforce :
It says drupal has salesforce suite module where you can map drupal entities with salesforce field. And on submission it will automatically go to salesforce.
Salesforce to mailchimp:
Am not sure of this part. Any help will be greatly appreciated. Thanks .
You can use Zapier for this. I believe this zap will do what you want.
If you want to customize the integration you can see a full list of triggers and actions for both mailchimp and salesforce here
Essentially, you can connect any of those triggers on the left to any of the actions on the right. This way you can make your own custom integrations to do whatever you need. You should be able to satisfy this requirement with this.
I've been using the salesforce connector for a couple years. I have a custom object set up in the connector. It is to create a task in salesforce on the opportunity record that the docusign envelope is related to. The task has information from secure custom fields in the document.
Everything has been working fine until recently. Now the task is still being created successfully, and the data from the envelope is all there, but several of the fields that used to pass data to fields on the newly created task are not passing the data. No error message, just no attempt to pass certain fields. Other fields are passing data without a problem. I have noticed that the fields that are NOT passing data are all fields with an encrypted text data type in salesforce.
My understanding is that salesforce recently upgraded their security to require a certain type of security (that's a little over my head, though) and I'm wondering if that could be related? Is there anyone that might know why certain fields that are set to pass data in the connector would stopped passing the data?
Any help that anyone could give would be greatly appreciated. (Salesforce enterprise edition)...
Thanks in advance!
We just had this issue. We noticed that in our custom settings and sites it had our server NA2 list as the endpoint. We changed it to the default docusign endpoint and it worked. Not sure if you have the same issue but it is worth a try.
I'm not 100% sure of the terminology on how to describe what I'm looking to do, so I apologize in advance.
I have a custom entry page for an object in salesforce, and I'm curious as to whether or not it's possible to call an external website when I click the save button.
Rough Example:
User enters in a new Account and hits save.
After saving the Account, The extender class calls to a webpage that inserts an entry into an external database to let a different set of users external to salesforce know that something new has been created.
Again, I apologize. I know I'm not describing this very well. Thank you for any and all input!
Yes, it is possible. Take a look at the Invoking Callouts Using Apex section of the Apex Code Developer's Guide. Salesforce refers to this (your Apex code connecting to another web server) as an HTTP Callout.
Also, take a look at questions with the "callout" tag on the dedicated StackExchange site for Salesforce.com.