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 Salesforce, which seems rather extreme and Im not very comfortable doing.
I have tried “View All Data”, and “Query All Files”, and made sure record access is correct. As far as I can tell, the issue is caused because DS for creates the initial ContentVersion/Document, but sets/changes the Document owner to the running end user, and then subsequently cannot relate the document (ContentDocumentLink) back to the original Salesforce record due to the DS user not being the document owner.
Nowhere in the Docusign documentation does it mention “Modify All Data” is needed by the DS integration user? Has anyone else experienced this or know of a workaround/solution?
Thanks in advance.