We am working on a docusign project, our sandbox is connected to our DocuSign production org. I would like to connect it to a sanbox instead.
Can anyone help me where I can change the docuSign account in a salesforce sandbox.
Can anyone help me with this?
You can try these steps :
In the SF Sandbox org:
Use Setup->Create->Tabs to create a tab for the DocuSign Account
Configuration object.
Open the DocuSign Account Configuration Tab and pick “Go”. There
should be 0 or 1 object If there is one, then delete it.
Go to the DocuSign Admin Tab but don’t perform the setup steps. This
creates a new DocuSign Account Configuration object.
Go to the DocuSign Account Configuration tab, open the single
object, edit it and change the environment dropdown to point to the
DS environment you want to use (Preview, Demo), then pick save.
Go to the DocuSign Admin tab and configure the connection to DS
using creds for that DS envrionment.
Related
I runned into an issue when trying to connect docusign to SFDC, here are the steps followed :
Went on my docusign admin portal in Salesforce
Into Account, clicked modify account configuration
Logged in with my docusign account and then salesforce user account (both admin on respective platforms)
I've added Docusign IP addresses in network access in Salesforce
Tried to connect and received the following error message : Web service callout failed: Unable to parse callout response. Apex type not found for element isTLSv12Required
Does anyone know how to solve this ? Thanks
It looks like this might be an error related to an older version of the DocuSign eSignature for Salesforce managed package. Do you have version 7.8.1 installed? If not, try updating and try again.
If you're on a version that's 7.x.x or above, you should be able to update straight to 7.8.1 without issues. If you're on 6.9.x or below, there are some changes in Custom Button format you'll need to be aware of (Documented Here: https://support.docusign.com/en/articles/DFS-URL-buttons-for-Lightning-basic-setup-limitations). In either case, I'd recommend updating in a Sandbox first to confirm everything is compatible.
As a temporary workaround, you should be able to configure Connect from the DocuSign side. Log in to the DocuSign web console and navigate to Settings > Connect > Salesforce > Reconfigure Login to attempt to connect DS to SF from the DS side. This may allow you to bypass the error.
I'm using Esignature Salesforce with Docusign, and I when I tried to add a new user to the Docusign by the Salesforce, I'm receiving the follow error:
could not be activated - [USER_AUTHENTICATION_FAILED] One or both of Username and Password are invalid.
This error occurs to some users only.
I saw in the Slaesforce and Docusign log and there is no error appearing on the log.
Is someone know what is happening?
this typically means the Salesforce username/email combination already exists as an active user on the account server they're trying to add them to. They can either a) have those other users on the other accounts closed, or b) In versions 7.2.1+ resolve it with this workaround:
User Authentication Failed Workaround
Add the user directly in DocuSign > Admin > Users
Have the user complete the activation steps.
Go to the Object Manager
Go to Users
Go to Page Layouts and edit the User Details Page Layout
Add the DocuSign Username Field (might be labeled DSProSFUsername), to the layout
Login directly to DocuSign
Go to Admin
Go to Users
Click on the affected User and copy their API Username
Go back to Salesforce and Edit the User Record
Paste in the API Username into that DocuSign Username field.
Add the DocuSign User or DocuSign Administrator Permission Set Assignment Manually
Go to the Apex Troubleshooting page here: https://support.docusign.com/articles/How-do-I-troubleshoot-issues-with-DocuSign-for-Salesforce-configurations-settings
Run a Force User Sync.
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 have Salesforce prod/live account, where we needed to add DocuSign.
While clicking the DocuSign tab under Saleforce tab "DocuSign Admin",
we are getting error message like this: "Sorry you do not have access to this page".
Also in the Layout Tab, adding Remote URL is not working.
If i add "Send with DocuSign" with any object like Account and click that button, it giving authentication error message like this:
Can anyone help/guide me to find out the issue and resolve.
Got response from DocuSign Support team about this issue.
Hi Yousuf,
Welcome to the DocuSign Support Community!
It sounds like you have a trial DocuSign account. If that's the case, DocuSign Services that are available for a Free Trial may not include or allow access to all features or functions.
If you have further questions, please let us know.
Thank you.
Donna
DocuSign Support Community Moderator
https://docusigncommunity.force.com/CSP_Answers?question=9061W000000boYb
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
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