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?
Not quite sure if this has been asked. In Salesforce, I can see within the object explorer and within the fields and relationships, all entries however if I perform in postman a:
https://eu40.salesforce.com/services/data/v50.0/sobjects/amazonconnect__AC_ContactTraceRecord__c/describe
and copy the results within a test document and look for a particular field I cannot find it. Is there a security setting within the fields from being accessed though a rest api?
Thanks,
the api user does not seem to have enough rights. Add the apiuser as an AC_Administrator and give it a try.
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 am using Powerforms as an approach to get signatures using the DocuSign. What I want is to send some part of the data back to Salesforce from the PDF while the user signs it. I created custom fields on the PDF, related them to Salesforce, checked the writeback and allow sender to edit boxes but the data hasn't got back to SF yet. Any help?
When you send from Salesforce, there is information passed to document (such as the SourceID and Source Object Type), that DocuSign Connect will attempt to match to a record to process a request to push the data back into Salesforce.
If you are using a PowerForm, you would have to pass along similiar data and setup DocuSign Connect correctly for it to relate the data back to a Salesforce record.
This is something that is doable with customization, but not functional out of the box.
I'm trying to write an app on the SalesForce platform that can pull a list of contacts from a report and send them to a web service (say to send them an email or SMS)
The only way I can seem to find to do this is to add the report results to a newly created campaign, and then access that campaign. This seems like the long way around.
Every post I read online says you can't access the reports through Apex, however most or all of these posts were written before Version 20 of the API was released last month, which introduced a new report object. I can now programmatically access info about a report (Such as the date last run etc) but I still can't seem to find a way to access the result data contained in that report.
Does anyone know if there's a way to do that?
After much research into it, I've discovered the only way to do this at the moment is indeed to scrape the CSV document. I would guess that Conga etc are using exactly this method.
We've been doing this for a while now, and it works. The only caveats are:
Salesforce username / password /
security token has to be shared to
the app connecting. If the password
changes (and by default it is changed
every 30 days or so) the token also
changes and must be re-entered.
You have to know the host of the account, which can be difficult to
get right. For instance while most european accounts would use emea.salesforce.com to access CSV, our account uses na7 (North America 7) even though we're located in
ireland. I'm currently sending the page host to the app and parsing it
to calculate the correct subdomain to use, but I think there has to be a
better way to do this.
Salesforce really needs to sort this out by supplying an API call which allows custom report results to be exported on the fly and allowing us to use OAuth to connect to it. But of course, this is unlikely to happen.
In the SalesforceSpring 11 update, it seems you can obtain more informations about the Reports:
As stated in the API for Report and ReportType, you can access via Apex the fields used in the query by the Report, reading the field "columns", as well as the field used to represent the filters called "filter".
Iterating through this objects, should allow you to build a String representing the same query of the Report. After building that string you can make a dynamic query with a Database.query(..) call.
It seems to be a little messy, but should work.. (NOT TESTED YET!)
As header states, this works only with Custom Reports!
Just to clarify for fellow rookies who will find this, when the question was asked you could access your report data programatically, but you had to use some hacky, error prone methods.
This is all fixed, you can now access your reports via the API as of Winter '14.
Documentation here - http://www.salesforce.com/us/developer/docs/api_analytics/index.htm
Go to town on those custom dashboards etc. Cross posted from the Salesforce Stack Exchange - https://salesforce.stackexchange.com/questions/337/can-report-data-be-accessed-programatically/
But Conga (appextremes) do this in their QuickMerge product, where the user specifies the report Id, and the apex script on the page runs the report to extract the results for a mail merge operation.
the v20.0 API added metadata about the reports, but no way to actually run the report and obtain the results. If this is a standard report, or a report you've defined, you can work out the equivalent SOQL query for your report and run that, but if its an end user defined report, there's no way to do this.