Skip to main content
arrow-left Back to Docusign.com

Salesforce

Find answers to your Salesforce integration questions.

  • 270 Topics
  • 948 Replies
270 Topics
M
Newcomer
MNONewcomer
asked in Salesforce
Remove preview button from layout after doc generation

Is it possible to hide / remove the preview button on the layout of the page that appears when generating documents with Docusign GEN?The problem is that users click on the preview button to see the document that’s been generated but then they need to go back to the salesforce record linjed to the document in order to continue their business process. Therefore they use the back button of their navigator but when doing that it sends them back to the document generating page and so re-generates documents resulting on document being generated in several copies.To prevent this from happening we’d like to remove the preview button so that users can only see the documents from the salesforce record itself.Thanks for your help!

992
C
Community Moderator
D
Newcomer
DrewSammieNewcomer
asked in Salesforce
Docusign Negotiate - Concurrent Redlining

Hello,Has any used DocuSign Negotiate in that having a back and forth with a customer.i.e. if I send a contract for review. Can 2 users redline at the same time? or is it more of aAssign to user 1 who redlines and then they send to user 2 repeat…. thanks

1102
D
Newcomer
C
Newcomer
Chris FayNewcomer
asked in Salesforce
DocuSign Status

In Salesforce, I have some DocuSign for people to sign sitting in Sent status. It will not switch to delivered status. I have even tried clicking Resend DocuSign Email and it won’t change. Advice?

1444
N
Community Moderator
V
Newcomer
VivNewcomer
asked in Salesforce
what is the latest version of the Docusign eSignature for Salesforce ?

what is the latest version of the Docusign eSignature for Salesforce ? How can we tell if we are not on a Legacy Docusign eSignature for Salesforce ? 

4222
N
Community Moderator
Z
New Voice
zgoldbergNew Voice
asked in Salesforce
Re-processing forms to push data to Salesforce via DocuSign Connect

We use the Legacy DocuSign for Salesforce app in conjunction with DocuSign Connect to push data from our signed forms back to our Salesforce org. One of our Users recently realized she was not set up as a DocuSign Connect Associated User, meaning that all the eSignature forms she sent went out with no issues but never wrote any data back to Salesforce.Is there any way to re-process these envelopes so that we don't have to manually go through and enter all the relevant data?

451
A
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
user can't seem to be moved back into the "active docusign users" list when clicking "add users"

user can't seem to be moved back into the "active docusign users" list when clicking "add users"

374
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
When connecting a DocuSign account to SalesForce production, the error pops up - The DocuSign credentials entered do not map to a user on the DocuSign Account connected to this Salesforce org.

 DocuSign Apps Launcher TroubleShooting doesn't help either.

5881
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Hello! Is there a way to create a template to be used in Salesforce, that is customizable with merge fields? Instead of leaving a blank space to add the Salesforce fields, having a space that will adjust to the lenght of the text.

I noticed that to add merge fields in the middle of the document/texts, according to the instructions I need to leave a blank space where the field will be located, is there a way to configure that space to adjust to the text of the merge field? Because I notices that perhaps the Account Name for example is too long, and if the blank space for it is not big enough, it will be written over the document text.

746
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
I have a docusign template that contains a Yes/No question. Is it possible to configure a radio button group for this question so that when the user selects the 'Yes' radio button, it sets a Checkbox field (type) to 'TRUE' on a Salesforce record?

I've tried various things but for whatever reason simply can't get this to work so maybe it's not possible or supported? Thanks in advance!

3953
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it a way to send automatically several posted invoices with DocuSign ?

Hello,We are using Salesforce CPQ+/Billing and DocuSign to generate invoices and every week we have a batch which is going to create invoices from Order (via Invoice Batch) and we update the status to Posted manually.I would like to know if there is a way to send automatically all posted invoices depending of one criteria : if the sending mode is equal to "Email" in Account, then the posted invoice can be send automatically (a king of batch in DocuSign)! The goal is not to use the "Send" button for every single invoice.Do you have an idea ?Thank you and have a nice dayBR 

713
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Does eSignature w/Salesforce integration work with Acrobat interactive forms?

Today our site is integrated with Salesforce. We use Powerforms to collect data>eSign and send data to Salesforce. The issue we have is Powerforms does NOT support email address uniqueness validations when a customer is filling out multiple email fields (aka: 3 fields for email, each must have a unique email address) which is critical to our process. It appears Acrobat forms will allow this validation process when the user fills out the Acrobat form. We would like to use Acrobat interactive forms to replace Powerforms but cant seem to find anything that outlines that process. We are NOT looking at setting up a PDF and inserting Powerform fields (that is our current issue), we need the Acrobat form to perform the validation, then save the data to SF and have customer eSign using DocuSign

153
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Salesforce integrations error

Starting yesterday, we started getting an error with our Salesforce integrations. Please verify that you have been granted access to DocuSign, your account settings are correct and that you have responded to all activation emails.Error is in expression '{!loadEnvelope}' in component <apex:page> in page dsfs:docusign_editenvelope: (dsfs)An unexpected error has occurred. Your solution provider has been notified. (dsfs)The connector is showing active and permissions are correct, I can't figure out why we're getting this error and how to fix it.Does anyone know what would've caused this?Thanks,

5603
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Docusign Gen Templates" stopped generating Documents in SFDC.

Since last few hours "Docusign Gen Templates" stopped generating Documents in SFDC. It showing "It’s taking a little while to generate your file(s). If you’d prefer to check back later, you’ll find the files under the Files tab in Salesforce."

7613
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Salesforce DocuSign Status Component does not seem to be working so it is not populating my sent and received signature date fields. How do I get this working again?

Salesforce DocuSign Status Component does not seem to be working so it is not populating my sent and received signature date fields. How do I get this working again?

956
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Allow filed updates when envelope sent from a record not owned by the user.

Our use case requires team members to be able to send an envelope from a colleagues opportunity without the need of teams / changing owners.The envelopes can be sent without issue, however the field update fails. We are not wanting to grant Opp Teams or complex sharing rules.I am assuming there is a custom setting we can invoke to bypass this? As the package appears to be using user record access rather than a system permission to update the fields.Anyone found a way around this?

245
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
eSignature for Salesforce - Deployment process

I am new to DocuSign admin, but our eSignature solution uses apex toolkit to automate the generation and sending of DocuSign envelopes. To deploy the solution to production, the apex class could be deployed, but would the DocuSign Envelope Template have to be recreated in production manually?

364
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
DocuSign Gen without Salesforce

I saw the demo of DocuSign Gen but I cannot find any other demo videos or documentation on it without Salesforce. We do not have Salesforce or any other CLM. Does anyone have DocuSign Gen as a standalone? Or is Salesforce required?

411
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it possible for the recipient to edit their name on the document received for signature from Salesforce?

I could see the recipient can edit the title of him on the document received. Likewise, is it possible to edit their names by themselves on the document received. Let say we are sending a document to a contact from Salesforce whose name is given incorrectly. So the recipient needs to change it to correct one. Is it possible in any ways?

2226
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
I'm trying to make DocuSign Recipient status information viewable in Salesforce. I have DocuSign status on the Quote object, and see a 'tab' for DocuSign Recipient Status but no information is displaying.

I'm trying to make DocuSign Recipient status information viewable in Salesforce. I have DocuSign status on the Quote object, and see a 'tab' for DocuSign Recipient Status but no information is displaying.

232
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
URL link with the DocuSign agreement

Sometimes our reps want to follow up with a URL link with the DocuSign agreement to encourage the customer to sign. Is there any way our reps can easily access a URL for their sent documents within Salesforce?

756
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Upload of signed documents to multiple records/objects in Salesforce?

HelloIs it possible to have the signed documents uploaded automatically to additional objects/records and not only to the object/record which is the source for the document/envelope?E.g. the document/envelope is triggered from the opportunity record; once signed/completed the signed documents gets uploaded/attached to the opportunity record automatically;is it possible that the signed documents also get uploaded/attached to the account record automatically? can this be configured?

874
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to change the e-mail addresses in the distribution list

How to change the e-mail addresses in the distribution list

213
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it possible to modify the buttons to add documents? More precisely is it possible to remove the 'Add from Salesforce' button?

174
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Resolve 'This Account lacks sufficient permissions to use Merge Fields.' in Salesforce DocuSign Apps Launcher?

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?

9312
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Can someone check this syntax and let me know why I would be receiving this error? Thanks!

Here's the error:TemplateErrorExists:XPathException: '(./Product_Code[contains(text(), 'ML0015')] and ./Product_Code[contains(text(), 'ML0002')] and ./Product_Code[contains(text(), 'ML0020')] or ./Product_Code[contains(text(), 'ML0021')]' has an invalid token.Here's the syntax:<# <Conditional Select=”(./Product_Code[contains(text(), 'ML0015')] and ./Product_Code[contains(text(), 'ML0002')] and ./Product_Code[contains(text(), 'ML0020')] or ./Product_Code[contains(text(), ’ML0021’)]” Match = “True”/> #><# <Content Select="./All_Products_Name" Optional="true"/>#><# <SuppressTableRow Select=”(./Product_Code[contains(text(), 'ML0015')] and ./Product_Code[contains(text(), 'ML0001')] or ./Product_Code[contains(text(), 'ML0016')] or ./Product_Code[contains(text(), ’ML0017’)]” Match = “True”/> #><# <EndConditional/> #>

3934
C
Docusign Employee

Badge winners

Show All Badges
Code of Conduct

Docusign Community

Code of Conduct