How do I receive a recordId in a CLM workflow that I am passing in the Salesforce Flow Action?

Question

I am trying to initiate a CLM Workflow from a Salesforce Flow. I am able to initiate the workflow from Flow, but am unable to figure out how to pass a recordId.

I see that the Salesforce Flow Action “Start DocuSign CLM Workflow” which calls DFSLE__CLMWORKFLOWREQUEST expects a Salesforce recordId because it fails when I put a random string of text or a Docusign ID with the message “An Apex error occurred: System.StringException: Invalid id: cxxxxx” and succeeds when I populate the field with a valid SFID.

I see that I am initiating a workflow in Docusign CLM as I get a record of the workflow’s execution.

But I can not access the recordId in the workflow.

I have tried creating variables with all sorts of name to see if they are populated, but none of them work. (recordId, Record_ID, SalesforceID, id, userId, accountId, contactID etc...)

Does anyone know how I can access this record id from within SF?

Thanks

Gretchen

RufusJ · Accepted Answer

After much back and forth and my manager exerting some pressure, I did get a response from Docusign on this one. To get this Salesforce Flow Action to pass a Record.Id so that Docusign will make it available in the resulting workflow you need have a variable in the workflow called Params and it has to be of type Custom XML and the checkbox “Kick-off workflow with this content (Incoming Content)” must be checked. See the screenshot below.

I’m hoping that the help article will be updated to contain this information. I hope that the screen shot indicating that one can input the {!Account.AnnualRevenue} instead of the recordid is removed as well.

Pawan Gangwani · Answer

Hello ​@RufusJWelcometo the DocuSign Community!Usually, the Salesforce record ID comes from Salesforce itself when initiating the document generation. The standard approach is to link a text field in the DocuSign CLM intake form to the Salesforce field called "Record ID". Once that’s done, you can reference this field inside the workflow as needed.Simply put:The record ID is passed from Salesforce into DocuSign CLM during the initiation process and should be captured through a mapped field on the intake form.Thanks!👪 DocuSign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

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