Salesforce

I have a Salesforce sandbox connected to a developer account. When I invite users and they click on the activation link, it takes them to the log in page for their Docusign prod account instead of helping them create another account.Steps:Receive activation email Click on ‘Activate’ Click on ‘Create a New Account’ (the screen shown is: You have been invited to [insert name of dev Docusign account] The next form is a login form, not a create new user or reset pw form The URL is: account-d.docusign.com I have spoken to a service rep about this and he said to ask them to do it in incognito. They did, but still the same result. We even tried to use another new browser (and we cleared cache) altogether. I also have removed and closed the user’s account and re-added them but same issue.On the login form, the user typed in his pw (the pw for his only docusign account) and he was able to log in. Again

We are using Salesforce Minimum Access and System Administrator profiles for users, where they have basic access to objects and fields. Access to custom fields is granted via the Permission Sets. When I try to generate template I have following error: Could not generate document “Template Name” [103] Please ensure user has access to all the fields in template. 'Activation_Fee__c' Reference ID: f0ee0172-0614-47be-969c-d30eaf2c704d.I have granted access to this field by assigned Permission Set. When I set this field read and edit on Profile, then the problem is gone. It looks that DocuSign checks access only on Profile level, not the Permission Set. Can anyone help with that?

And then we might have a problem with HubSpot, because when an envelope is sent directly from HubSpot, the recipient page on HubSpot specifies the type of signature and verification to apply, and it always says "No verification," even though verification is included in the template.Do you think this is just a HubSpot bug, but does the envelope sent still have verification enabled?I believe so, based on the tests we've already done, but if this option were unlocked, we could change the verification type even when sending the envelope from HubSpot, which would avoid many problems and allow us to customize the sending process based on our verification needs.

I am using docusign in salesforce (not the gen version).  I want to create a flow that can void an envelope if someone cancels a class.  I’m not seeing any fields or actions that I can use to do so.  Any ideas? I try to avoid apex if possible.

We are using the official DocuSign eSignature for Salesforce managed package, and we noticed that the dfsle__Status__c field on the dfsle__Envelope__c object is a Text field populated directly by the DocuSign API (e.g., “Sent”, “Completed”, “Declined”, etc.). Even though our Salesforce org and user language are set to French, the envelope statuses remain in English because the field is not a Picklist and therefore cannot be translated using Translation Workbench. Since the value is stored as raw text from DocuSign, we cannot apply standard Salesforce translation mechanisms. Is there a recommended or officially supported way to handle multilingual status display in Salesforce when using the DocuSign managed package?

We have a template we send to customers and this template contains State and Country picklists.We have 2 issues which we submitted to DocuSign Support but still waiting for a resolution so thought I check with the community.When Country= USA is selected, the State picklist displays all states and provinces in USA and outside USA. Workable but not professional and we want to provide our customers just USA states if Country USA is selected. In State picklist, when customer selects California, it changes into Caglieri.  When Tennessee is selected, it changes into Tamil Nadu. I researched and figured out why this is happening but I still need a fix because this confuses our Customers. In Docusign - Caglieri and California both have ISO Codes=CA, Tamil Nadu and Tennessee ISO Codes are TN. I am unable to edit the ISO Codes on the template and Salesforce.I need help on these issues. I submitted tickets to Support but issue been going on for

I’ve created a merge field in Docusign that is to write back to an opportunity field in Salesforce, and have placed the anchor tag in my word document template.  When I go to send the document out for signature, the text field for data to be entered is barely wide enough to notice it’s even there:I know I can manually adjust the width of the field before sending, but asking my users to have to do this for every contract that goes out is not reasonable.  How can I set this anchored merge field to be wider by default?

We have a requirement to use two checkbox fields in a DocuSign document where only one checkbox can be selected at a time (mutually exclusive selection).  Additionally, the selected checkbox value should be written back to a Salesforce field after the envelope is completed. Currently, standard checkboxes allow both options to be selected, and we need guidance on how to: Restrict the selection so that only one checkbox can be checked at a time. Could you please advise on the recommended configuration to achieve this requirement?  

We are using DocuSign for a POC. A DocuSign account has already been created and successfully connected to Salesforce.However, when we try to add or use Salesforce merge fields while sending an envelope, we receive the following error:“This Account lacks sufficient permissions to use Merge Fields”The integration between DocuSign and Salesforce is active, but merge fields are not working. We are unsure if we are missing any required permissions, settings, or configuration on either the Salesforce side or within DocuSign for merge field access.We would like help identifying: Which Salesforce user DocuSign uses to resolve merge fields Any additional permissions or setup required for merge fields in a POC DocuSign account Please let us know what configuration or access is missing to resolve this issue.

Hi Community,I’ve raised a case with Docusign also, but I thought I’d post this issue here.Our users use Docusign within Salesforce to generate and send their quotes to prospects and customers.However, when logging in today, we all have the same error message: My ‘test’ above was one field in a new word document uploaded to Salesforce and I clicked preview, as you do when creating a new Docusign template in Salesforce.I received this error and, basically, I have no idea what to do next.Has anybody else experienced this or know how I can fix it?Thanks

Hi Community,I have four DocuSign tabs mapped from Salesforce merge fields: Text Fields A, B, C Checkbox D All fields are optional by default.Validation Needed If the signer fills any one of Text Fields A/B/C → all three must be filled OR the signer can simply select Checkbox D Leaving all fields blank is allowed Partial entry in A/B/C is not allowed QuestionWhat is the best DocuSign way to enforce this signer-time validation?Can this be achieved using Conditional Rules, or is another approach recommended?(Screenshot attached for reference.) 

Everything looked to be going OK, except whenever i put a merge field on my document I got an ‘unable to connect to service’ message. I found a post that said disconnect and reconnect the docusign account which I did but it made no difference. I then tried uninstalling and reinstalling the package from the AppExchange. It claims to be installed successfully but I now just get a grey screen on the DocuSign setup tab and a ‘refused to connect’ message.Any thoughts on how I can fix this please.

 Hello,I need to implement the following on my document sent for signature :Add 5 checkboxes (checkbox group with 5 options) on the document (A, B, C, D, E)The signer should be able to select atleast one of the options (multi-select)When the document is signed (completed), the checkboxes chosen should fill in a textarea field in Salesforce (or if you suggest any other compatible Salesforce field with DocuSign checkbox field). The main aim is to writeback the checkbox values in Salesforce.I have created custom document fields in DocuSign with the writeback option to the text area field. I tried with one checkbox field chosen. The field in Salesforce is filled , but as value 'true' and not the exact value of the checkbox.Can you please help to implement the writeback of the checkboxes to Salesforce with the exact values?Thank you in advance for your help.

I am a Salesforce consultant implementing Docusign in an Org for a client. The team would like to be able to click the button to generate the document from an Opportunity record, make edits to the text anywhere in the contract and then send for signature. They would like to do all of this from within Salesforce and not have to download the document, edit in a word processor, re-upload to Salesforce to then send for signature. Could this be possible in the Docusign functionality in Salesforce using the Docusign app?

Hi Community,I need to select a contact from the related list of a Custom Object and I don’t see any results in the dropdown “Select Related List”.Has anyone configured a recipient (Contact lookup) retrieving from a related list of the source object, which is a custom object.   Regards,Uday.

Hi, I’m trying to get those fields to place using anchor tags but they come up tiny and not really aligned, am I doing something wrong? 

I am working in DocuSign Gen in DocuSign Apps Launcher in salesforce. I have a paragraph in my Word Template that I want to suppress if a certain text field in salesforce is blank. I want the output document to not show the blank space where that paragraph should be. This is my text <# <Conditional Test="/Opportunity/OEM_Account_txt__c" NotMatch="" /> #>MY CONTENT HERE<# <EndConditional/> #>I am getting this error: TemplateErrorExists:Conditional: Cannot specify match or NotMatch with Test attributeCan someone help me understand how to evaluate if a field is blank? 

What is sandbox installation Url , The installation URL at app Exchange only working for Production 

Hello all, Could anyone please advise how I can receive notifications when the DocuSign Apps Launcher package in Salesforce is scheduled for an update or version change?RegardsMichael 

Hi, we have added a document and when we go to add merge fields we get a, ‘Attempt to de-reference a null object’.  The message disappears and then we can add merge fields. We then go to add the merge fields fields into the document and receive a ‘Save Error: Some Fields may be out of Sync Error’. We have disconnected as suggested in related articles but that did not solve the issue. Any other suggestions?Thanks

Hello, with the new Docusign security setting in Salesforce, I disconnected and reconnected the organisation to Docusign, and since then I have been experiencing a problem.When the user reconnects to Docusign via Salesforce CPQ, they receive an error message indicating that the URL does not exist. They wait 10 minutes and then they can generate their document without any problems.I made a Salesforce query that shows me the URL stored in my flow, which is different from the URL in the error message.My flow calls the following URL:URLFOR(“/apex/dfsle__gendocumentgenerator”.  The URL in the error message contains  apex/dfsle__CompleteSpringOAuthHave you encountered this problem? Do I need to change my URL in my flow?waiting

Can anybody tell me why this doesn’t work?I have configured the below in the Envelope Template within Salesforce.  We use Microsoft Word documents to create the Gen Templates.I’ve set the PO Number text box to ‘required’ so that if the picklist is ‘Yes’ then the PO Number should be visible and is mandatory for the signatory to populate. Thanks 

Our client is utilizing DocuSign Apps Launcher, and using DocuSign Envelope Templates to tag Documents for Clients to fill out.  Some of the information they would like to have pre-populated from Salesforce, so we added the Merge Fields.The settings for the Merge Fields are to not write back to Salesforce, yet any updates made on the documents are writing back to the identified merged field in Salesforce.How can we stop the updates from coming back into Salesforce?  We need the forms to populate with the information known, but if it’s not in Salesforce, and is added after the document has been generated, we do not want those updates going back into Salesforce.

Hi all,I am getting the following error in one of my Salesforce sandboxes, not in others. The error is from a Docusign log, the actual page when I try to access DAL, Gen Templates, or sending a Docusign from a button is blank page with a loading wheel.Failed to complete product setup. dfsle.APIException: [401] Unauthorized Reference ID: (dfsle)I have tried the suggestions in this article however to no luck. Could anyone share any guidance on how to resolve this?Many thanks!Molly

We are encountering a MIXED_DML_OPERATION error after upgrading our DocuSign App Launcher package to version 7.9.2. The error occurs when our Integration User, who has 'DocuSign DS Admin' permissions, attempts to add a new user to the DocuSign setup within Salesforce.Interestingly, this issue does not occur in our sandbox environment, which has been upgraded to the same package version.We raised a support ticket with DocuSign, and they directed us to their knowledge base article on this specific error - https://support.docusign.com/s/articles/DAL-Error-MIXED-DML-OPERATION-DML-operation-on-setup-object-is-not-permitted-after-you-have-updated-a-non-setup-object?language=en_US. A debug log captured during the action revealed that an