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Find answers to your Salesforce integration questions.

  • 112 Topics
  • 378 Replies

112 Topics

C
Observer
CoriMObserver
asked in Salesforce

Connect for Salesforce - Limiting upload of envelopes created directly in Docusign into SFDC

Hiya!  Is there a way to configure this integration/connector so that when a user initiates an envelope (or template) directly from Docusign, that it DOESN”T also feed into salesforce, or alternatively, to set it up so that it feeds into salesforce only if you could somehow include an opportunity ID in the envelope?  We have users who work on both revenue transactions as well as vendor transactions, and we don’t want the vendor transactions to upload into SFDC.  Thanks in advance for any ideas!

2
Justin Jiang
Troubleshooter
15 hours ago
A
Observer
AndréCunhaCarvalhoObserver
asked in Salesforce

Bulk send envelopes with dynamic table from Template Assistant

Is it possible to bulk send an envelope with dynamic table from a template built with template assistant for Word?I created an template without the dynamic table, and it worked fine, but when i create with the dynamic table, the “bulk send” option disapear.

1
Justin Jiang
Troubleshooter
15 hours ago
J
Observer
jzabagloObserver
asked in Salesforce

Salesforce for eSignature end of life date

I am looking for the end date for Salesforce for  eSignature  so i can plan the upgrade to app launcher appropriately.   thank you 

2
A
Community Moderator
1 day ago
G
Observer
gburns9Observer
asked in Salesforce

Field Updates not working in Salesforce Esignature

The Field Updates I have set up in an envelope template in Salesforce are not working as I expect. I have them set to update the Status of the record when the envelope is sent, and then when it is completed (per the first screenshot). I have a custom button for the envelope template set up on the record, but when I send the envelope through that button, the Status remains in “New” (per the second screenshot). Is there something I am missing in regards to something else that needs to be set up in the envelope template?

2
G
Observer
1 day ago
T
Observer
thaggeObserver
asked in Salesforce

Wrap text in table

Hello, when generating a document via DocuSign Gen, is there a way to improve word wrapping within a table? The content of the table is generated via TableRow repeat merge tags.ExampleSolutionsWrap as Application-  consultant Dynamic table to extend column width Else?

2
N
Community Moderator
1 day ago
C
Observer
cfcampbelObserver
asked in Salesforce

Unable to upload a pdf to docusign in Saleforce

I previously uploaded a couple pdfs, I dont receive an error message.  I tried to upload it on our docusign site and I received “Invalid file format”.. why?

2
C
Community Moderator
2 days ago
V
Observer
VI3DSObserver
asked in Salesforce

Salesforce ETL, querying current value of Salesforce field

Hi,Is there any documentation available on how to use the Salesforce ETL step?I’m interested in querying a Salesforce field value at a certain point further downstream in my workflow and not at the start of the workflow (or as part of a Doc Gen form). Thanks!

0
V
Observer
2 days ago
D
Observer
Dinesh BaskaranObserver
asked in Salesforce

Can we recall the envelope that we sent to the customer for e-Sign in 7.12.3 version?

Can we recall the envelope that we sent to the customer for e-Sign in 7.12.3 version?

3
C
Community Moderator
3 days ago
S
Observer
SaltClickObserver
asked in Salesforce

Imbedded Signing in Salesforce Experience Cloud Site

Has anyone imbedded the Docusign envelop signing experience into a Salesforce Experience Cloud site- without forcing the user outside of the site- no new window pop but a seamless signing experience in the portal?

3
C
Community Moderator
3 days ago
J
Observer
JacquealineMayoObserver
asked in Salesforce

Map Salesorce Amount field to Payment Tag on Gen Template

We have a gen template that automatically generates a document once the user click on the custom button from the account.  we are now trying to map the amount field on the Account to the payment tab.  This should auto populate the same way all other fields are populated but for some reason I’m not sure how to map the field to the payment tag in docusign.  Can someone help?

1
Jesse.Morgan
Docusign Employee
4 days ago
M
Observer
MonikaObserver
asked in Salesforce

Limit Salesforce picklist alues in docusign dropdown

We have a Salesforce object with a few record types. The object has a picklist with just few values available per record type. When have configures a template per the object record type in Docusign. I created a merge field that would write back to the salesforce picklist. I provided values I wanted to see in the list value yet I always see all possible values for the picklist.Is there a way to narrow them down just to the one I have configured on the template?

1
Michael.Rave
Docusign Employee
4 days ago
P
Observer
pratikraj11Observer
asked in Salesforce

Conga composer Integration with DocuSign App Handler from send with DocuSign Button

I am trying to similar send with DocuSign button which we have created with DocuSign signature (Older Classic version) where we are composing and merging conga template and passing merged document to DocuSign. I am trying to achieve similar functionality on single click of the button on newer app, Any help is really appreciated. 

4
A
Community Moderator
5 days ago
Sudhanshu Vijayvargia
Observer
Sudhanshu VijayvargiaObserver
asked in Salesforce

How to Suppress Table Rows when there are more than one row in a table?

Hi Guys I am working on a scenario where I have to show only 1st row of a table and and suppress all other rows. I have been trying to use this tag but it seems to be not working and suppressing all the rows. as a result no value is passing in the row.<# <SuppressTableRow Test="count(./Ext_Dealer__c) >= 1" /> #><# <Content Select="./Ext_Dealer__c[1]"/> #>

5
N
Community Moderator
5 days ago
C
Observer
ChanduObserver
asked in Salesforce

Getting Error " This account dont have permission to merge fields" in salesforce

Please provide solution or permission to merge field while creating docusign envelope Template.

4
C
Community Moderator
8 days ago
A
Observer
Ashok DataObserver
asked in Salesforce

Display salesforce cpq Bundles

Display salesforce cpq Bundles in template table.

2
A
Community Moderator
9 days ago
P
Observer
patil kkObserver
asked in Salesforce

Alternative Approaches to Integrating Docusign E-signature with Salesforce with managed package

Hello DocuSign Community,I am currently utilizing Salesforce within my organization and I am interested in integrating DocuSign for the purpose of E-signatures. The standard approach appears to be utilizing the Salesforce-managed package, "DocuSign E-signature for Salesforce". However, I am exploring options beyond this package.Could anyone guide me on alternative methods to send documents for signature from Salesforce without necessarily using the "Docusign E-signature for Salesforce" managed package?Any suggestions or pointers would be immensely appreciated. Thank you in advance for your assistance!

1
Derrick.Tran
Docusign Employee
9 days ago
E
Observer
etemkinObserver
asked in Salesforce

Definition of Load Default Contacts

Hi, In the envelope configuration in Salesforce. What does ‘Load Default Contacts’ mean specifically?I am using Legacy DocuSign and I would like auto send an envelope from a Custom Object through a flow.. Trying to understand how I can tell the system where to pull the signers from and I hoping that Load Default Contacts might be it. But I can’t find much documentation on how that checkbox works.  

1
Derrick.Tran
Docusign Employee
10 days ago
C
Observer
CSSObserver
asked in Salesforce

Getting out of sync error when adding merge field

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

1
A
Community Moderator
11 days ago
G
Observer
Guillermo.CObserver
asked in Salesforce

Sending documents created in OmniStudio using DocuSign doesn't repect anchor text

We're having issues with automatically applying a template to an envelope, in order to anchor the signature, initials and date fields in the signed document. We're using Docusign with Salesforce integration to send documents for signature; however these documents are generated by OmniStudio in Salesforce, not by DocuSign. When defining a DocuSign Envelope Template in Salesforce, the first step is to select or upload documents. Here we're not uploading any document, and we're selecting instead "Attach documents from Salesforce instead", with document selected as "Latest Document". The rest of the envelope is configured with recipients (roles, signing order, etc), reminder options, no merge fields. etc. In DocuSign, I found the template that matches my Envelope Template in salesforce (I confirmed by looking at the template Id in Docusing, and it matches the one in my SF envelope), and uploaded a document to it. I included white text containing 25 unique words in header and footer (to ens

1
Derrick.Tran
Docusign Employee
11 days ago
E
Observer
etemkinObserver
asked in Salesforce

State Field from Salesforce not bringing over values to template

Hi, I have a merge field that is a State picklist field in Salesforce. I am trying to add that field to a template, however none of the values are being pulled over and it won’t let me save the template because it says “One or more of the dropdown fields doesn't have any options.”  I would assume that because this is mapped to Salesforce it would bring over all of the salesforce values. Is this incorrect? Am I to maintain both the salesforce picklist values AND DocuSign picklist values separately? Or am missing something in setting of of these fields.  

4
E
Observer
16 days ago
C
Observer
ChristinaCObserver
asked in Salesforce

Conditional page

I am new to docusign and am looking to see if this is even possible.We create many different templates based off all of the same pages. Simple example.  Template 1 might have 6 pages of the exact same page and Template 2 is the same pages but only 4 copies of the same page.It is possible to make a worst case scenario situation template (has the most pages in it as possible),  populate the merge fields, and if certain fields are blank then hide/remove the pages with blank fields?   Basically is it possible to conditionally hide pages?  

4
Brandon.Varela
Docusign Employee
16 days ago
S
Observer
sarahdesousaObserver
asked in Salesforce

Salesforce : How do you add an interactive table with information about a child object to a template envelope?

How do you add an interactive table in a template envelope with information about the "Product" (standard salesforce object) associated with the Opportunity object? Is there a way to avoid creating a non-interactive table in Word?

3
C
Community Moderator
17 days ago
A
Observer
anchal.misraObserver
asked in Salesforce

I am not able to update DocuSign Envelope Templates

 

3
A
Community Moderator
17 days ago
D
Observer
denisserivas_erObserver
asked in Salesforce

Salesforce - Word-Based Template with Open Fields

We are using a Word-based Template with Salesforce and DocuGen, but there will be some sections in the PDF that will not be filled by Salesforce, is there a way to add on the Word template the open text boxes I was thinking maybe a tag exists for this, but I’m not finding in the documentation.Currently, it allows to add the open text box after the PDF is generated and prior to sending the document, but it is not scalable to add them manually each time after the document is generated.I see the Online Editor allows this mix of indicating Salesforce fields and add text boxes for the template, however, this editor is much more constrained in formatting options, so we would prefer it to be with the Word based Template.

7
D
Observer
17 days ago
E
Observer
etemkinObserver
asked in Salesforce

Documents from Salesforce Record are not auto attaching

Hi, I am setting up an Envelope Template and I have selected the checkbox “Attach documents from Salesforce record”. However, when I test this template out the files are not attaching from the ‘Notes & Attachments’ related list even though there is a record there.  

3
N
Community Moderator
18 days ago

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