I have a custom button that explicitly needs to sort a hard coded recipient with a specific DocuSign role and Sort Order and at the same time load in all contact roles from the related opportunity.
The code below brings in all contact roles (good) but the role of the 'Any Recipient' (which is not a (Salesforce contact role) is defined as 'Customer' (bad) when it should be defined as 'Legal'.
In the (Salesforce) DocuSign Admin | Envelopes settings the roles are defined as 'Customer' and 'Legal' where customer is the first entry and legal is the second. It appears that the sorting of the recipients is based on the the first entry in DocuSign roles because when I make the first entry 'Legal' and second entry 'Customer' I get the anticipated results.
CRL='Email~frasuy#email.com;FirstName~Any;LastName~Signer;Role~Signer 2;RoutingOrder~2,LoadDefaultContacts~1';
When using the code below with the DocuSign role entries of Customer (1st) and Legal (2nd) the mappings are working but none of the contact roles are added (bad) as recipients just the entry defined in CRL (good) with the correct DocuSign role - Legal. The LoadDefaultContacts~1 is not respected since none are brought in as recipients.
CRL='Email~frasuy#email.com;FirstName~Any;LastName~Signer;Role~Signer 2;RoutingOrder~2,LoadDefaultContacts~1';
CCRM='Signer 1~Customer;Signer 2~Legal';
CCTM='Signer 1~Signer;Signer 2~Signer';
How do I bring in all contact roles but explicitly define the DocuSign role for the CRL recipient?
Keep in mind the CCRM parameter is used to map a Salesforce role to a DocuSign Role. In this scenario, a "ContactRole to DocuSign Template Role".
Your current button logic is saying "Only pull contacts with the contact role of Signer 1 and Signer 2".
CCRM is typically irrelevant if you're not using DocuSign Server Templates. To answer your question:
1. You would need to reference all the Contact Roles within CCRM
and CCTM
2. All DocuSign roles must be different because you can't merge two
contacts with the same role
My example below references all the Salesforce default contact roles:
CES='Stackoverflow Example';
CRL='FirstName~Any;LastName~Signer;Email~{!URLENCODE("frasuy#email.com")};RoutingOrder~2;Role~Signer 2,LoadDefaultContacts~1';
CCRM='Decision Maker~Customer;Signer 2~Legal;Business User~Customer2;Economic Buyer~Customer3;Economic Decision Maker~Customer4;Evaluator~Customer5;Executive Sponsor~Customer6;Influencer~Customer7;Technical Buyer~Customer8;Other~Customer9';
CCTM='Decision Maker~Signer;Signer 2~Signer;Business User~Signer;Economic Buyer~Signer;Economic Decision Maker~Signer;Evaluator~Signer;Executive Sponsor~Signer;Influencer~Signer;Technical Buyer~Signer;Other~Signer';
Related
I'm creating a bot for the purpose of Discord moderation, one of the components of this bot is the following task:
"When every new user comes to server, his role by default will be #NotMember, but when he changes his server nickname to the "Nickname | (Real name)", for example, CoolPerson (Alex), then his role is automatically changing to the #Member".
The one way of doing this that I can see is to check if the username contains the brackets, if not then his role is old #NotMember.
Is there any another way to detect if server members have changed their name to a nickname? And is this actually possible?
I'm making this bot in JavaScript, but Python is also welcome here.
You can use the guildMemberUpdate event that is triggered whenever a member changes their name, with this you will have access to the guild member and their old/new username. Note that your bot will need to have the Server Members Intent
enabled on the developer portal.
Example in Discord.js:
client.on("guildMemberUpdate", function(oldMember, newMember) {
// oldMember is the old guild member object before the change, you
// can use it to fetch their old username.
// Add a role to the newMember object.
newMember.roles.add(YOUR_ROLE_HERE);
});
I have a Non-Salesforce Auth System which holds usernames and passwords for a few thousand users. I am willing to migrate these users to Salesforce and give access to these users to my Experience Cloud site. I am developing an apex REST Resource which will take username and password as arguments and create a user with that username and password with a community profile. I am planning to call this API from my Non-Salesforce system and migrate all these users. I am using Site.createExternalUser method in this API. I am getting the exception
Site.ExternalUserCreateException: [That operation is only allowed from within an active site.]
The reason I am using Site.createExternalUser is because I don't want to send the welcome email/reset password email to my users since they already have signed up successfully long ago.
I am open to any alternatives for achiving this.
Below is my code:
#RestResource(urlMapping='/createUser/*')
global with sharing class createUserRestResource {
#HttpPost
global static String doPost(){
Contact con=new Contact();
con.Firstname="First";
con.LastName= "Last";
con.Email="first.last#example.com";
con.AccountId='/Add an account Id here./';
insert con;
usr.Username= "usernameFromRequest#example.com";
usr.Alias= "alias123";
usr.Email= "first.last#example.com";
usr.FirstName= "First";
usr.IsActive= true;
usr.LastName= "Last";
usr.ProfileId='/Community User Profile Id/';
usr.EmailEncodingKey= 'ISO-8859-1';
usr.TimeZoneSidKey= 'America/Los_Angeles';
usr.LocaleSidKey= 'en_US';
usr.LanguageLocaleKey= 'en_US';
usr.ContactId = con.Id;
String userId = Site.createExternalUser(usr, con.AccountId, 'Password#1234', false);
return userId;
}
}
You can suppress sending emails out in whole org (Setup -> Deliverability) or in the Community config there will be way to not send welcome emails (your community -> Workspaces -> Administration -> Emails).
Without running on actual Site I don't think you can pull it off in one go. In theory it's simple, insert contact, then insert user. In practice depends which fields you set on the user. If it's Partner community you might be setting UserRoleId too and that's forbidden. See MIXED DML error. In Customer community you might be safe... until you decide to assign them some permission sets too.
You might need 2 separate endpoints, 1 to create contact, 1 to make user out of it. Or save the contact and then offload user creation to #future/Queueable/something else like that.
I am trying to add another email address to a User.
PATCH https://graph.microsoft.com/v1.0/users/user#domain.de
Body:
{
"givenName":"Meier",
"surname":"Meeier",
"otherMails":["emaissssl#domain.de"]
}
Response: Success - Statuscode 204
The result is givenName changed to Meier, surname changed to Meeier, but the email doesn't get added to otherMails[].
A related question is, can I change the primary address of the User?
Edit: I get the same behavior, if i also include the current address:
{
"givenName": "Meier",
"surname": "Meeier",
"otherMails": ["user#domain.de", "emaissssl#domain.de"]
}
You need spesific permissions in AAD to update otherMails. From the documentation:
Updating another user's businessPhones, mobilePhone, or otherMails property is only allowed on users who are non-administrators or assigned one of the following roles: Directory Readers, Guest Inviter, Message Center Reader, and Reports Reader. For more details, see Helpdesk (Password) Administrator in Azure AD available roles. This is the case for apps granted either the User.ReadWrite.All or Directory.ReadWrite.All delegated or application permissions.
The wording is a little poor but basically, if the User record you are updating is an Administrator or assigned any of the mentioned roles (Directory Readers, Guest Inviter, Message Center Reader, or Reports Reader), it will ignore the change request.
As for changing the primary email address, that isn't possible. The primary email address is automatically constructed based on the mailNickname and the default domain for the tenant (mailNickname#default.dom).
I am trying to create a custom button on the Opportunity object which will pull Contacts which have a Contact Role of "Designated Contract Recipient" into the DocuSign for Salesforce interface. I have so far been unable to restrict it to just the contacts with this Role.
Our Salesforce instance is using DocuSign for Salesforce version 7.0.5. From searching online, I believe I need to use the following parameters:
CCRM - Maps a Salesforce Contact Role with a DocuSign Role (I have ensured that the DocuSign role has been set up in DocuSign for Salesforce settings)
CCTM - Maps a Salesforce Contact Role with a DocuSign Type
CRL - Using the LoadDefaultContacts~0 option stops DocuSign from pulling all Contacts related to the Opportunity.
{!URLFOR('/apex/dsfs__DocuSign_CreateEnvelope', null, [
SourceID = Opportunity.Id,
CCRM = 'Designated Contract Recipient~Designated Contract Recipient',
CCTM = 'Designated Contract Recipient~Signer',
DST = '15b7259d-983b-434b-bd86-b271e79c5ba1',
LA = '1',
LF = '1',
CRL = 'LoadDefaultContacts~0',
CES = 'CPANA DocuSign Contract ready for Signature: ' + Opportunity.Name
]
)}
I would expect using the above code would only pull Contacts linked to the Opportunity which have "Designated Contract Recipient" listed as a Contact Role. However, this will not pull any Contacts into the DFS interface. If I switch the CRL LoadDefaultContacts parameter to 1, then it pulls all Contacts linked to the Opportunity (and correctly maps the Designated Contract Recipient to the appropriate signing tags in the template).
I am quiet new to symfony 2 frmaework and I have been trying to find a inbuilt function or a fos container service that contains information about groups or role of a currently logged in user.I have used groups of FOS user bundle and each of user is assigned to only one group and role is defined to group.
Thanks in advance.
In the symfony session object you will have the current logged in user, and because the group is mapped to the user entity you can just access to the group with a getter here is a twig example
{{ app.security.getToken().getUser().getGroup() }}
To get the group roles you just call the Geter getRoles (), it returns the user roles and his group roles in the same array.