I have integrated Conga with Docusign in Salesforce. I ran the process of generating and sending the document to the user for signing. This has worked very well without using the background mode Conga parameter(&DS7=17) with docusign status updated in salesforce(with signed date and time) but, when I use background mode enabled, docusign status of that object(Contact or Opportunity) in salesforce doesn’t gets updated(no record gets added).I'm very much new to all these tools. Sorry, if i'm asking a silly question over here. Button url used:
https://composer.congamerge.com
?sessionId={!API.Session_ID}
&serverUrl={!API.Partner_Server_URL_290}
&id={!Contact.Id}
&TemplateId=a3X6F000000R4ue
&DocuSignVisible=1
&DocuSignR1ID={!Contact.Id}
&DocuSignR1Type=Signer
&DocuSignR1Role=Signer+1
&DocuSignEndpoint=demo
&DS7=17
Sign into DocuSign admin
Click connect
Click salesforce
Scroll to the connected objects section
Edit dsfs_DocuSign_status
Add a new field
If it is the Account object use the Account reference Id and map it to the Envelope External Source Id
Try that the rest of the settings are located there. It took me forever to figure it out too!
Here is my example of setting it up to the Order object
enter image description here
Related
I have embedded signing configured in a Salesforce community. The whole signing process works(i.e. envelope is sent and signed), but there are some field updates that I configured within the Envelope Template that are not working. I noticed new DocuSign log entries with the following error message - Cannot perform data updates because source ID is undefined for envelope
I'm not sure how the source ID is missing because my envelope gets sent to the right SF contact and the signed document is attached to the contact record.
I followed the instructions here to create a Lightning Component to launch the embedded signing session - https://developers.docusign.com/docs/salesforce/how-to/embedded-sending-signing/
I thought the problem might due to this line of code because mySourceId is not being set anywhere.
new dfsle.Entity(mySourceId)
I modified the code so that mySourceId is set to the Id of the contact. Unfortunately that did not solve the problem. What am I missing here?
I have a Powerform that people sign online. I want users to be able to send that same Powerform from SFDC account object. How do I pass account id to the Powerform. I have added merge field, but it is throwing error saying subject doesn't exist.
Using the PowerForm URL, you can set tab values in the document and meta-data (Envelope Custom Fields) in the envelope.
Example: You have a tab in the template's document with the data name "accountID". The role name for the signer is signer.
Set the tab to be locked. This prevents any of the signers from changing it. (Makes it read-only.)
Create a PowerForm from the template. Receive back the PowerForm URL.
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2
Program Salesforce to send the PowerForm with the accountID set to "123":
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2&signer_UserName=Larry%20Kluger&signer_Email=larry.kluger#example.com&signer_accountID=123
In step 3, you are programming Salesforce to dynamically create a URL that includes data from the current Account object. If you don't know how to do that, ask a new question in the Salesforce stackOverflow channel.
More information
See the Programming PowerForms video.
This previous question seems similar:
Can we use merge fields(populate data from SFDC) using DocuSign Powerforms?
Does that help?
I am trying to implement Apex Toolkit by following this tutorial. But I am getting error "dfsle.UnauthorizedException: DocuSign has not yet been configured for this account.". I have googled it. I have found this solution. But on following this solution, I can't complete step 8 because of not finding DSProSFUsername field in saleforce user settings.
In Step 8: "Update the field labeled DSProSFUsername with the value from DocuSign API Username that you recovered earlier"
If you go to Salesforce->Setup->Users->Click on user profile->Click on quick access menu on the right you should be able to see the custom field under "User Custom Fields" at the bottom.
For dfsle, (DocuSign Apps Launcher) this field is DocuSign Username. 'DSProSFUsername' is the field for dsfs (Legacy DocuSign eSignature for Salesforce) please make sure when filling either of these fields the DS user id is used which is a 32 character alpha numeric code similar to: 0f5e52c7-324f-4761-b790-045cf65af92d and not the email address.
I am suing Docusign Tool Kit to send the Documents for getting the esignature from Salesforce Oppurtunity Object. The documents are sent and are getting signed and goes to completed state in DocuSign but it is not getting attached back to Salesforce after the signing is done/Docusign status is completed.
Below is the settings for Salesforce connect object
I dont see anything getting attached
The Document shows completed status in DocuSign
Am I missing something why it doesnt attach the signed document to Salesforce Object
You'll likely want to open a case with DocuSign Support for troubleshooting. If you do, be sure to include an Envelope ID of a test send.
Things to check:
Is the DocuSign Status record being updated in Salesforce? If not, you'll first want to check the link from DS back to SF. Log in to DocuSign > Go to Admin > Connect > Reconfigure Login
are you sending from the same Opportunity the attachment should be writing back to?
Do you have Use Content Files checked in your DocuSign Connect configuration page? If so, check the Reconfigure Login panel and confirm that Salesforce SOAP Web Services API Version is 39
We use Docusign within our Salesforce instance, we have a couple of different options when selecting Recipient ID verification, SMS, Knowledge based, etc..My question is where would I tell Docusign to default on a specific authentication process.
For example. Say I click a Docusign Status button on the opportunity, it automatically brings in the recipient from set as the primary contact of the opportunity, and uses the CEM ,subject etc... from Docusign. Where can I if anyplace, dictate to have an ID verification method on?
Called Docusign Support, Apparently the only parameters you can pass into the button is for the SMS Verification and the Code Verification. The KBA authentication is not supported yet.