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201 Topics
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201 Topics

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NaveenMadhav_DiviNewcomer

asked in Salesforce

Select Contacts and Opportunities in DocuSign template

I have created DocuSign button on Account detail page to send Document form Account and while selecting recipients I want to select Account related Opportunities also.If anyone know how to meet this criteria, Please let me know, It will be really helpful to me. Thanks In Advance.

6 hours ago

davidvphu

asked in Salesforce

Create a Salesforce report with DocuSign Status and DocuSign Envelope Template Id

I need help figuring out how to report on DocuSign Status within Salesforce and filter by the DocuSign template used. Is there a way to do that with a Salesforce custom report? I can’t figure out how to relate the different custom objects created by DocuSign to do this.

11 hours ago

zgoldbergNewcomer

asked in Salesforce

Salesforce checkbox merge fields cannot writeback?

From poking around a bit, I have come to an understanding that DAL does not support using checkbox fields from Salesforce as merge/writeback fields. Is this true? If so, this seems like a major oversight, especially considering the fact that something like this was possible with the Legacy Docusign integration.We use a number of checkbox fields that we would like to merge/writeback via Docusign contracts, but it seems like there are no solutions other than “change to picklists” i.e. change our entire data model. Has anyone found a workaround? Are there any plans to implement checkbox merge fields?

13 hours ago

SurekhaNewcomer

asked in Salesforce

Unable to access Docusign App Launcher in salesforce

Unable to access Docusign App Launcher in salesforce, getting the following error : [401] Reference ID, not able to view/ access Docusign admin tab.

1 day ago

STungareNewcomer

asked in Salesforce

Salesforce Rich Text field on DocuSign Envelope Template

Hello, I have Rich Text fields on Salesforce that I want to show on a DocuSign Envelope template. The text is not showing as expected but appearing as HTML tags. This link https://support.docusign.com/s/articles/How-to-use-an-Html-block-from-Salesforce-and-pass-it-into-a-Gen-template?language=en_US talks about using “DocuSign Gen” template. I do not have access to DocuSign Gen templates. How can I pass rich text on a DocuSign Envelope template?

1 day ago

NaveenMadhav_DiviNewcomer

asked in Salesforce

Lookup filters on Standard lookup field in Managed Package

“ I want to display Account related Opportunities on DocuSign Status object “ I want know that Can we create Lookup filters on Standard lookup filed in managed package. I have created Custom Lookup filed to meet this criteria except this there is any way to meet this criteria. Thanks In Advance.

1 day ago

NaveenMadhav_DiviNewcomer

asked in Salesforce

Issue "Please verify that you have been granted access to DocuSign, your account settings are correct and that you have responded to all activation emails."

While accessing DocuSign Setup tab getting this error, I have assigned all permission sets which are need and the UserId also matched. After installed I could configure on DocuSign setup and I could create Envelop but after some time getting this error. I have referred many articles and I had done all the steps they have mentioned but still can’t resolve. If any suggestions please let me know, Thanks In Advance.

1 day ago

aalamour1981Newcomer

asked in Salesforce

Add Access Authentication to the Envelope Template via Docusign Apps Launcher on salesforce

Hello Docusign/Salesforce integration admins, We have salesforce/DocuSign integration and i am a salesforce admin in my org. I set up envelope templates via DocuSign Apps Launcher on Salesforce. We have a requirement now to add Access Authentication on the envelope template level and see the available options are SMS/Phone or Access Code as in the attached screenshot I am looking for a way to make this configuration dynamic by pulling the phone number or access code from a field on the salesforce record, and Docusign sends that code to that client's phone number or email address automatically. Is anybody aware if this is possible or if there is any workaround to do this? I am asking as we are triggering sending the DocuSign envelope immediately based on updating a field on the salesforce record and we don’t like to allow the user to see any configuration or to add documents, specify recipients, and place fields before sending. Thanks.

5 days ago

skharabeNewcomer

asked in Salesforce

One of the sender do not want to receive the Document signed alert instead it should be sent to some generic email address

One of the users from Sender do not want to receive Document Signed alert. If we try to uncheck the alert from email preferences it will be unchecked for all the other senders as well and there is no specific setting for user from admin view.And same alert should be sent automatically to a generic email address for eg. donotreply@test.com. who is not sender as well as receiver. How can we achieve this scenario?

7 days ago

jingCSNewcomer

asked in Salesforce

List has no rows for assignment to SObject An unexpected error has occurred. Your solution provider has been notified. (dfsle)

When I tried to click on the Generate Document, I got this error ‘List has no rows for assignment to SObject An unexpected error has occurred. Your solution provider has been notified. (dfsle) User is already a Content user.. Any advice is greatly appreciated

7 days ago

Carmen HaasNewcomer

asked in Salesforce

DocuSign E-Signature Writeback Envelope Template - in Sandbox

Hello,I have been trying to resolve my issues for several days with searching in the community here and googling. My issue:We have Docusign setup in Salesforce for E-Signature, the data for a custom object should writeback to the DocuSign Envelope Template. This works in Production without issue. However in our Sandbox when the PDF is generated for our Customer to review and complete E-Signing the PDF is blank, and the PDF is not being brought back into Salesforce once signed.I am at a loss. The setup between the Sandbox and Production are the same from my review. I have followed all the instructions provided in this DocuSign Support Document. https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=ebu1620169232889.html&_LANG=enusDoes anyone have any ideas of why this is happening only in our Sandbox, and how can I resolve this issue? Any insight would be greatly appreciated!Thank you in advance!

12 days ago

jvigNewcomer

asked in Salesforce

DocuSign App Launcher - Salesforce

I’ve been using DocuSign integration with our Salesforce solution for almost a year now, my experience with it, is pretty painful!It really lacks intuitive performance, you have to change your documents to make it a user friendly experience internally and externally. DocuSign really should be less about management and more about an extension and ease to a workflow. One thing that is really problematic its making changes to existing templates, I make changes to our forms, add that form, move merge or standard fields to the new form from the old one. Add or move to new sections and then those fields disappear. You have to do back into DocuSign make changes to the template, then go back into Salesforce to make changes to ensure its done correctly. A lot of effort for such a gap for an “integrated tool” Does anyone know of a smooth and easy way to manage existing templates and when you have to make changes to that existing forms without having to replace all the fields?

12 days ago

CCQNewcomer

asked in Salesforce

Different Email Address as the Sender of DocuSign from Salesforce

Hello team! Can you advise if its possible to have different sender of DocuSign in Salesforce?For example when the DocuSign triggered from: Account, then the sender would be Account@Sender.comContact, then the sender would be Contact@Sender.comI appreciate any input/advice. Many thanks,Michael

12 days ago

CharlieSNewcomer

asked in Salesforce

Different Email Address as the Sender of DocuSign from Salesforce

Can you advise if its possible to have different sender of DocuSign in Salesforce?For example when the DocuSign triggered from: Account, then the sender would be Account@Sender.comContact, then the sender would be Contact@Sender.comI appreciate any input/advice.

12 days ago

michaellcwNewcomer

asked in Salesforce

Default Docusign Template Recipient Behavior

I am trying to help a friend with the default Send to Docusign button within Salesforce. He has created the appropriate templates within Docusign along with the recipients,etc. However, upon selecting the standard Send to Docusign button within Salesforce, there are three recipients automatically added. He did engage a consultant to build this out but it isn’t obvious how this is setup. How do we remove the default recipients when it isn’t aligned to a specific template? Is there a default template somewhere that we can modify? Thanks in advance,Michael

15 days ago

PulaskiNewcomer

asked in Salesforce

Salesforce and DocuSign Log In

Hello All, I am super new to Docusign and I am a Salesforce Administrator. I have a new user to set up for a docusign generator. I have assigned them all the permissions in SF and created an account for them in docusign. They stated they received the email and activated the account, which is true since I see the status as “active” on their profile.However, they are still receiving this error code- Am I missing a step? Not sure where else to go or what to do. I de-activated the account and will try again today. Any insight would be appreciated.

19 days ago

SravyabmNewcomer

asked in Salesforce

Calculate grand total of a dynamic table rows

I am displaying related opportunity line items data in a table using TableRow for an opportunity. Number of rows depend on number of opportunity line item records for an opportunity. I want to calculate grand total of TotalPrice column for all the opportunity line items which are displayed dynamically. As i don’t know how many rows i will get in the table, how do i proceed with the formula field? In formula field set up, i don’t see such option anywhere. Any help is much appreciated!

20 days ago

Arina RevQoreNewcomer

asked in Salesforce

Connect Docusign Developer Environment with Salesforce partial sandbox

Hi! We are trying to install these two applications in the Salesforce partial sandbox: Docusign Gen for Salesforce and Docusign eSignature for Salesforce, but we only have the option to install them in production. Is this a limitation of the apps, or are we missing something?Our user is an admin in the Salesforce partial environment and has all the necessary permissions.Could it be that we need to first install the packages in production, and then it will allow us to install them in the partial sandbox? We would like to test the functionality before releasing it to production.Looking forward to any valuable information on this.Thank you!Arina

25 days ago

DarshNewcomer

asked in Salesforce

Envelope status not updated in Salesforce after transfer from inactive SF user to an active one

I need a way to keep the envelopes sent by an ex-employee to be updated when completed, even when the Salesforce user is deactivated.I have tried transferring the envelopes to an existing employee, whose Salesforce user is still active. I republished all these envelopes.Then I deactivated the ex employee. The document was then signed. On DocuSign, I can see that the envelope is marked as completed. But on Salesforce it is still marked as ‘Sent’.Do you have a way or an idea why even after the envelope transfer, it is not updated when completed on Salesforce?Thank you

25 days ago

DZKNewcomer

asked in Salesforce

DocuGen Error When Trying to save a template

I am getting the following error in SF when attempting to save a template from DocuGenUnexpected character ('<' (code 60)): expected a valid value (number, String, array, object, 'true', 'false' or 'null') at input location [1,2] I have tried a very simple template with just some text and a Text field and I receive this error when I click on the Next button to save the template. Anyone have this issue and how can it be resolved?Thank you in advance for any suggestions.

27 days ago

DavidGillerNewcomer

asked in Salesforce

Need Help: "Web service callout failed" Error with DocuSign eSignature App in Salesforce

I'm facing a critical issue with the DocuSign eSignature app for Salesforce, and I'm hoping someone can help me troubleshoot it.I've installed the latest AppExchange package for the DocuSign eSignature app, and while I've successfully added the DocuSign button to various native and custom objects, I'm encountering a persistent problem with two specific objects. When I attempt to use the DocuSign functionality on the Contacts object or a custom object called "Enrollments," I receive the following error:"Web service callout failed: Unable to parse callout response. Apex type not found for element quickActions."Here's a brief overview of what I've done so far:Installation and Setup: Installed the latest version of the DocuSign eSignature app from the AppExchange. Button Addition: Successfully added the DocuSign button to several other objects without any issues. Error Encounter: The error only occurs when selecting the Contacts object and the custom "Enrollments" object.I've scoured the w

1 month ago

MaahiGoelNewcomer

asked in Salesforce

Salesforce to Sharepoint via Docusign Links

Hi, I am building out a process that triggers the document envelope from Salesforce and then archives it in a SharePoint site. Is there a way I can retrieve the link to the sharepoint file and bring it back into salesforce? I want to add a link in the Salesforce record to point it to the signed contract.

1 month ago

CharlieSNewcomer

asked in Salesforce

This Account lacks sufficient permissions to use Merge Fields.

I'm getting 'This Account lacks sufficient permissions to use Merge Fields.' when I try to add a merge field while creating a template, does anyone know which permission I should add to the DocuSign user in order to make this work?

1 month ago

LR_SFDCNewcomer

asked in Salesforce

DocuSign in Salesforce: From envelope temp builder "place fields" access blocked

If I am trying to create or modify an envelope template in from Salesforce and get to the “Place Fields”I then receive the following error: Content was blocked and it says contact the owner of the website. As anything else out the DocuSign part works in Salesforce I can only imagine it happen during accessing DocuSign sites. I already tried different settings in Chrome / Edge / Firefox but still getting the same error. Any support would be highly appreciated.

1 month ago

ioSvenNewcomer

asked in Salesforce

Automatic Anchor Tags for Checkboxes, Text and Stamp

Hello Community,In Salesforce I generate a PDF which should be send via docusign.In the document I used Anchor Tags like \s1\ for Signer 1 and \s2\ for Signer 2. In the documentation I read that Checkboxes could be implemented via \cb1\ or \cb2\ and text via \txt1\. Also i found an article Use Automatic Anchor Text with Custom Tags (docusign.com) where its stated the implementation needs to be as follow \tbx_1_text\ for text and \cb_1_yes\ for a checkbox. For the secong solution Merge fields need to be created, but I dont need writeback functionality. The customer should only be able to click the checkboxes and fill in some text.Is there any chance to get this working?Also I’m missing an anchor tag for a stamp. Is this possible? Thanks and all the best,Sven

1 month ago

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