Question

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

Forum|Forum|1 year ago
October 15, 2024
2 replies
343 views

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.

N

nathaly.monge

Docusign Employee

Hello @davidvphu ,

Welcome to the Docusign Community and thank you for posting your concerns!

The Salesforce reporting tools are unfortunately out of scope for DocuSign support. I wouldn't be able to advise you on the actual tools themselves and how they interact with DocuSign. I recommend you reach out to the Salesforce Support team directly.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @davidvphu ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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