Salesforce

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.

The error message says “OAUTH_APPROVAL_ERROR_GENERIC : An unexpected error has occured during authentication. Please try again.”

Hi all,I have Docusign integrated with my salesforce org and it works great, except that sometimes I get the following error when an opportunity opens.Uncaught Error in $A.getCallback() [stringUtils is not defined] Callback failed: apex://dfsle.StatusController/ACTION$getStatusI have already updated Docusign, but I still see this error from time to time.Please, could someone give me a hint? what could be happening?Thanks for your help.

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 

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.

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 the following error when attempting to log in to DocuSign through the DocuSign App Launcher in Salesforce:Line 621, Column 1: {"detail":"Go to \"My Domain Settings\" in Salesforce to do that. <a href=\"https://developer.salesforce.com/docs/atlas.en-us.externalidentityImplGuide.meta/externalidentityImplGuide/external_identity_set_up_my_domain.htm\" target=\"_blank\">Learn more</a>","message":"You need to set up a custom domain before logging in to DocuSign."} This is occurring in a demo account while following the steps provided in DocuSign University. As recommended in the error message, I have already updated the Salesforce domain under My Domain Settings.However, the issue persists. Another suggested solution from support documentation is to disable Enhanced Domains, but I do not see an available option to disable this feature in our current Salesforce setup.If you have encountered and resolved a similar issue, could you please guide  on the steps to r

Hello everyone! I know how to set an expiration date within the DocuSign template or sending process. However, for our business case we need a way to set an exact time. I.e. the offer should not be valid for several days but in most cases only today until x pm. Is it possible to set an exact expiry time?I'd like to create an integration between Salesforce and Docusign to send expiration date and time information.I would create a custom field in Salesforce for the Docusign Envelope object and then populate it with the values, send it to Docusign, receive it via a custom field, and send the document with an expiration date and time.Does this make sense? Is it possible?If not, what other approach can I take?Today, just the date doesn't make sense for my client.Thank you,Arthur

We're seeing following the update/upgrade instructions on our DocuSign Connect Salesforce integration. Specifically, when we attempt to update our sandbox from 6.3 to 6.4.5, I'm seeing an error messagePermissionSet(DocuSign_Administrator) The SigningCertificate parameter value doesn't exist or you may not have permission to access it." (screenshot attached). I’m not sure what to make of this, and because the managed package’s code is not accessible I can’t really tell where it’s expecting to find SigningCertificate. Separately, I created an account with DocuSign (as matthew.****@*****.com) but when I click Get Support → Contact Support on the website, I’m only shown this error,If this is your first login attempt after purchasing a Docusign plan, allow 15 minutes for account creation before accessing your account. For all other log in scenarios,  contact Docusign Support  for assistance. (It’s been several business days) 

Hello,  I have created a Envelope Custom Field on docusign template and wanted to map that field with salesforce record field. When I try to send a Envelope by using that template on salesforce, I want to use that custom field on subject for customising each recipient.  Thanks,Sharath Reddy 

I created various Docusign Envelope Templates with merge fields, custom email messages, etc. Initially I was using the custom buttons that were created when I created the envelopes to send the documents, but the requirements have changed, and we want to use the single Send with Docusign button. The Send with Docusign button allows me to choose the template, but it isn’t using the correct email subject and message and it doesn’t include all of the merge fields I have added. When I select the template, it shows that i am selecting that one that I just modified, but it is not correct. What am I missing?

Hi,In Salesforce, I have built a Flow which has an invocable action that creates a document via a visualforce page. Once the pdf has been created an attached to my record, the flow uses the DocuSign Send Envelope flow action, which references an Envelope Template, which is configured to pull the most recent document for the record in question (which is going to be our newly created pdf file).The issue we are having is that the signature anchor tags are not rendering when we go to sign the docusign envelope.Does anyone have any practical experience or knowledge for best practice in relation to getting anchor tags to work for a pdf generated via a Visualforce page?

Hello,  I want to hide the left panel higlighted in the below image(screenshot 1) and I dont want user to drag signature field and then sign...instead I want the user to directly click on Sign as indicated in second document(Screenshot 2). Is there any way we can do this? I am getting this left panel while implementing Docusign ESignature action in salesforce Omniscript.Screenshot 1:Screenshot 2:  

Hey there, We are wondering if there is a way in the DocuSign/Salesforce integration to populate dynamic tables with opportunity products and payment info WITHOUT the DocuSign Gen product. Or is DocuSign Gen the only way this is possible? Thank you!

In Docusign Envelope, we can pass the anchor tag in rows in sequence from 1 to N.\buildinglimit1_1, \buildinglimit1_2,\buildinglimit1_3,…..\buildinglimit1_NOn what sorting order, Docusign envelope decide to show the records to the signer. Is it based on record's createddate or any other field?

When try to edit templates in salesforce, it messes up alignment and everything. What would be the reason? or What would cause this issue? 

Using eSignature for SalesForce latest version we receive the following in the DocuSign Files section:Docusign Negotiate is not configured for your account.I do have DocuSign Document Negotiator permissions.

We need to send some envelopes with ICP-Brasil digital certificates. However, this must be done through the Docusign Apps Launcher (Salesforce). Is this feature available? If not, is there another way to do this?

here is the screen shot of the button that i’m using for send template from docusign:And here is the error when I click on the button. why it is happening because previously it was working fine. 

Hi all,We are actively using DocuSign and have an issue using Generate Agreement with Docusign action in flow. We need to generate a document using Gen Template, since we need to dynamically populate a table with the child object records information, and then send it using Envelope Template in the background when record status is changed. That's why we use flow and actions. We did it as described in the documentation: https://docusign.my.site.com/s/document-item?language=en_US&bundleId=izj1586134369853&topicId=fvj1713565839079.html&_LANG=enus, but it's not working, nothing happened. The Send With DocuSign action on the other side is working fine and sends an envelope. What can be the reason for this issue? Maybe we missed some configuration on template or something like that?

We have 2 users in Salesforce with DocuSign license assigned to them in Salesforce. One person (A) generates and sends the document while other person (B) tracks and takes care of invoices once its signed. She also acts as a backup when other person goes on PTO.In DocuSign website, I have enabled sharing so the envelopes created by one user will be accessible to others.In Salesforce Quote template detail page, when person A uses the View Envelope menu of DocuSign Envelope Status component it opens up the Contract Document (Expected behavior). But when person B does the same, it opens the DocuSign Website within a iframe. So, not sure what has been missing.Here are few things I checked:Sharing Settings of DocuSign Envelope Template and its child entities are set to Public Read/Write and Controlled by Parent Both users have the same profile and permission sets assigned to them in Salesforce. Both users have been setup as DocuSign Admin user, to ensure smooth operations. As mentioned abov

We are encountering the error "You must have Docusign administrator permissions to perform this operation" when attempting to open the Docusign Apps Launcher in our Salesforce sandbox environment.We have administrator access in our Docusign demo/sandbox account, but the error persists.Could you assist with this issue or direct us to the appropriate support contact? 

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?

Hi All,We are currently implementing Docusign for Salesforce using the Docusign App Launcher.  Right now we have got it setup in Salesforce developer sandbox, connected to a Docusign developer/demo account.  We are specifically using Document Generation / Gen and eSignature.We have setup a dedicated integration as per the Make a Standard Salesforce User Your Integration User article, which appears to work well for eSignature and we have no issues at all.     However, we have encountered a challenge with Document Generation / Gen resulting in an error:Unable to create ContentDocumentLink for ContentDocumentId: 069S900000DzdJXXXX and SfObjectId: 500S900000IkmXXXX.The error is raised when an end user (not the DS integration user) is attempting to generate a document based on a Docusign Gen Template from a Salesforce record.    Through experimentation the only way I can get it to be succesful for an end user is by granting the DS integration user “Modify All Data” system permission in Sale

My org uses Docusign Gen for Salesforce to generate contracts and send them for esignature. Most of these contracts originate from the “Contract” object in Salesforce, but the documents themselves can vary greatly depending on the details of the contract in question. Our current solution has been to upload many, many different formatted Word docs into the same Docusign Gen Template. This way, there’s only a single button on the record page, and the end user is able to select which specific template(s) to use. The issue is, of course, the number of templates has started to balloon and is now a bit of a concern. Below is an example of what our end users are seeing:All of these options always default as checked, so every time someone wants to generate a doc, they must uncheck each template they don’t want to use. This has ended up being very time-consuming, especially when working with hundreds of contracts. My question is this: is there (or could there be?) any setting that defaults thes