I could see operation field in salesforce component.
There are so many operations in salesforce, please can anybody provide a link or description about each operation in detail?
Please refer to the Salesforce Connector Reference, especially at the Operations section.
Related
When i'm trying to create a process builder or Flow on 'Program Rebate Type Benefit' object, i'm getting below error.
We can't reference "ProgramRebateTypeBenefit" fields. Check that they're still valid references and that you have permission to access them. For help, contact Salesforce Customer Support. Error ID: -191673043
Please guide me here.
I'm totally stucked on this.
Thanking you in anticipation.
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
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.
Hii I am new to salesforce and also to openam, can some one please tell me how to start up with and detail implementation of single sign (both SP & IDP initiated) using salesforce as SP and openam as IDP
Thanks a lot in advance
Have you had a look at ...
http://openam.forgerock.org/openam-documentation/openam-doc-source/doc/admin-guide/index/chap-federation.html#salesforce-as-sp
?
Of course making yourself familiar with SAML2.0 spec will help a lot.
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.