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.
Related
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 very new to DocuSign and trying to create a proof-of-concept for integrating DocuSign with our own Managed Package for Salesforce. I understand how I can create an envelope, how to create a document based on a template, how to fill it with the data of my Salesforce record and also how to send it.
My issue though is that the data which needs to be filled into the DocuSign document is not entirely saved within the specified record. Some data such as certain KPIs are loaded from AWS but belong to the record you're looking at. To me it seems that when creating an envelope, you need to specify the record-id of the record you're trying to pull data from.
Is it possible to extend that by not specifying a record-id but rather an Apex Object or List for example?
i have created a Google form . I integrated the form with Salesforce console application by using rest api and Java scrip code backend.
when I fill data and submit the form,the record has to be created in the Salesforce.
My problem/requirement is I attach an image file in form and submit it should populate in the Salesforce record related list note & attachments. how to do it please say be any solution I request u all
Thanks in advance
I think First you want to take a list of attachment in the apex class.Taking the condition that attachment size not equal to zero and looping through that, by taking each individual object like for Eg:
attachment a=new attachment();\
a.ParentId = objectName.id;
listattachmentname.add(a);
We have a situation where some of our DocuSign documents do not get signed within the DocuSign system. We have someone that manages these "paper signatures" and then uploads them to DocuSign which connects to Salesforce.
We need to relate these envelopes to either an Opportunity or a Quote to get them to populate fields on these records.
When creatng the envelope, we have the option to "Relate to Salesforce" objects: Leads, Contracts, Opportunities, etc. We tried to use Opportunities and then use the Search to find the Opportunity to attach it to. However, if the Opportunity is in a Closed status (which it is 99% of the time), it will not show up in the search to select.
We could also attach to a Quote, however, there is no option on Salesforce Connect to relate to this object.
Does anyone know a workaround for this that will still allow our person to upload through DS and connect to the appropriate record?
Thanks,
Shannon
It will not unfortunately work with closed ops or quotes.
The only way I can think to do it would be to add a non-required envelope custom field in your account called ##SFOpportunity and when uploading that wet signed doc into DocuSign add the objectID as that envelope custom field (it's how the manage package relates back to proper objects when sending from SFDC).
It's a bit of manual process, but it should work.
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.