Salesforce

I’ve been using DocuSign integration with our Salesforce solution for almost a year now, my experience with it, is pretty painful!It really lacks intuitive performance, you have to change your documents to make it a user friendly experience internally and externally.  DocuSign really should be less about management and more about an extension and ease to a workflow. One thing that is really problematic its making changes to existing templates, I make changes to our forms, add that form, move merge or standard fields to the new form from the old one. Add or move to new sections and then those fields disappear. You have to do back into DocuSign make changes to the template, then go back into Salesforce to make changes to ensure its done correctly. A lot of effort for such a gap for an “integrated tool”    Does anyone know of a smooth and easy way to manage existing templates and when you have to make changes to that existing forms without having to replace all the fields?

Hello team! Can you advise if its possible to have different sender of DocuSign in Salesforce?For example when the DocuSign triggered from: Account, then the sender would be Account@Sender.comContact, then the sender would be Contact@Sender.comI appreciate any input/advice. Many thanks,Michael

Hello All, I am super new to Docusign and I am a Salesforce Administrator. I have a new user to set up for a docusign generator. I have assigned them all the permissions in SF and created an account for them in docusign.  They stated they received the email and activated the account, which is true since I see the status as “active” on their profile.However, they are still receiving this error code- Am I missing a step?  Not sure where else to go or what to do. I de-activated the account and will try again today. Any insight would be appreciated. 

I am displaying related opportunity line items data in a table using TableRow for an opportunity. Number of rows depend on number of opportunity line item records for an opportunity. I want to calculate grand total of TotalPrice column for all the opportunity line items which are displayed dynamically. As i don’t know how many rows i will get in the table, how do i proceed with the formula field? In formula field set up, i don’t see such option anywhere. Any help is much appreciated!

Hi! We are trying to install these two applications in the Salesforce partial sandbox: Docusign Gen for Salesforce and Docusign eSignature for Salesforce, but we only have the option to install them in production. Is this a limitation of the apps, or are we missing something?Our user is an admin in the Salesforce partial environment and has all the necessary permissions.Could it be that we need to first install the packages in production, and then it will allow us to install them in the partial sandbox? We would like to test the functionality before releasing it to production.Looking forward to any valuable information on this.Thank you!Arina 

I need a way to keep the envelopes sent by an ex-employee to be updated when completed, even when the Salesforce user is deactivated.I have tried transferring the envelopes to an existing employee, whose Salesforce user is still active. I republished all these envelopes.Then I deactivated the ex employee. The document was then signed. On DocuSign, I can see that the envelope is marked as completed. But on Salesforce it is still marked as ‘Sent’.Do you have a way or an idea why even after the envelope transfer, it is not updated when completed on Salesforce?Thank you

I'm facing a critical issue with the DocuSign eSignature app for Salesforce, and I'm hoping someone can help me troubleshoot it.I've installed the latest AppExchange package for the DocuSign eSignature app, and while I've successfully added the DocuSign button to various native and custom objects, I'm encountering a persistent problem with two specific objects. When I attempt to use the DocuSign functionality on the Contacts object or a custom object called "Enrollments," I receive the following error:"Web service callout failed: Unable to parse callout response. Apex type not found for element quickActions."Here's a brief overview of what I've done so far:Installation and Setup: Installed the latest version of the DocuSign eSignature app from the AppExchange. Button Addition: Successfully added the DocuSign button to several other objects without any issues. Error Encounter: The error only occurs when selecting the Contacts object and the custom "Enrollments" object.I've scoured the w

Hi, I am building out a process that triggers the document envelope from Salesforce and then archives it in a SharePoint site. Is there a way I can retrieve the link to the sharepoint file and bring it back into salesforce? I want to add a link in the Salesforce record to point it to the signed contract. 

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?

If I am trying to create or modify an envelope template in from Salesforce and get to the “Place Fields”I then receive the following error:  Content was blocked and it says contact the owner of the website. As anything else out the DocuSign part works in Salesforce I can only imagine it happen during accessing DocuSign sites. I already tried different settings in Chrome / Edge / Firefox but still getting the same error.  Any support would be highly appreciated. 

Hello Community,In Salesforce I generate a PDF which should be send via docusign.In the document I used Anchor Tags like \s1\ for Signer 1 and \s2\ for Signer 2. In the documentation I read that Checkboxes could be implemented via \cb1\ or \cb2\ and text via \txt1\. Also i found an article Use Automatic Anchor Text with Custom Tags (docusign.com) where its stated the implementation needs to be as follow \tbx_1_text\ for text and \cb_1_yes\ for a checkbox. For the secong solution Merge fields need to be created, but I dont need writeback functionality. The customer should only be able to click the checkboxes and fill in some text.Is there any chance to get this working?Also I’m missing an anchor tag for a stamp. Is this possible? Thanks and all the best,Sven 

Hi community, I am struggling with the following matter:We purchased DocuSign eSignature (no Document Generation).Use CaseOn the Quote record, we generate files (output is either .docx or .pdf) via CPQ Template. In our DocuSign Envelope Template (dfsle__EnvelopeConfiguration__c), we want to add merge fields to these generated files. The documentation from the legacy solution suggests using AutoPlace Fields (also called anchor tags) in our template content (e.g., \s1\ for Signer 1). This solution is not viable for us as it is a legacy feature. I have been trying to find an alternative solution for this matter in the documentation but unfortunately without success. Can anyone help? Thanks. Screenshot 1: Document from Salesforce record (Place Fields step is missing)Screenshot 2: Document from upload (Place Fields step appeared) it regards placing merge fields on a dynamically generated file related to a Salesforce record, in a Docusign Envelope Template record https://www.loom.com/share/0

Could not generate document "test demo on prod": [146] Failed to get SF Access Token with error code BadRequest and error message {"error":"invalid_grant","error_description":"expired access/refresh token"} 

We have recently transitioned from DocuSign eSignature for Salesforce to DocuSign App Launcher. It has come to our attention that certain users who previously had the capability to log in as another user in Salesforce and send a DocuSign envelope on their behalf are now experiencing issues. When attempting this action, the page fails to load properly. This functionality is crucial to our process. We are investigating if there is a specific permission or setting that can be adjusted to restore this capability. Although these users have shared access through the DocuSign website and can send on behalf of others from there, we aim to integrate this feature within our Salesforce organization due to dependent processes. We are seeking a solution to ensure seamless operation and maintain our workflow efficiency.

Hi, I migrated my DocuSign Records using the migration tool. However, it says it only migrates those that are Completed, Voided or Declined.  How do I get the ones that are in the Sent Status over to the new DocuSign Status object for Apps Launcher?  

I am using a template created with DocuSign Apps Launcher for Salesforce.  The recipients are dynamic and have contact records in Salesforce.  The template is referencing an object that has a lookup to the contact in Salesforce.  The Salesforce default email address is in a standard field called Email and the template uses that email address for the send.Is it possible to set the field that the template references to a field other than the standard Email field in Salesforce?Thanks for your help!Scott

Hi, Receiving this error "You have not granted or have revoked your consent to be impersonated by DocuSign Apps Launcher." when sending a document although user have all the required permission in Permission Set and also Active in User management and in Docusign Account and also not able to see the Docusign Admin Tab in the sandbox

Hello, We are using DS eSignature with Salesforce with the DAL and we configured templates for Sales users to generate contract via eSign Salesforce merge fields and send for signature. Once sent and signed, some statuses of the Quote update. We noticed it’s the sender of the contract (the Sales then) who is the person captured to update the Salesforce field. It means we need to give specific permissions to them which is not ideal. Can we have the integration user to update the status as it is with CLM?Thank you

Hey Guys, 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?Best regards, Tom 

Hey Guys, I'll try to be brief with an example. I want to use Salesforce to send two documents in one envelope. Each document contains an optional signature field. Is there a way to find out which of the documents has been signed after completion via one of the Salesforce records? For example, can I link the signature to an ID and write it back to Salesforce?I am grateful for any hint! Greetings,Tom​​​​​​​

Hello Docusign/Salesforce integration users, As I know, When the document is completed and signed by all signers, Docusign will writeback this document to the standard related lists “Files” or “Notes and Attachments” under the salesforce record. Can this feature be customized and Docusign writebacks the completed file to another custom object or this is not supported?  Thanks. 

In the case object we are having a  multipicklist , if we select multiple picklist values we need to capture those values and get saved in the docusign gen template with diferent values.   how to conigure for multipicklist values?  

Hi Everyone,I have created a envelope template in Docusign Setup on salesforce level and that template button added on the page layout level to send for signature. At the moment, when salesforce record comes to "Approved" stage then user clicks on "Send for signature" button to send the user for signature.I'm trying to automate this on salesforce when the record becomes Approved, then after 1 hour document should be sent for signature automatically with out manual click. Can you please suggest.Thank you! 

Hi, We have a requirement to send the documents from Salesforce files section as an docusign envolpe to the customers. How can we achieve this

We switched from other integration for sending documents for signing to Docusign recently in Salesforce not sure if it is possible the following request.As per our current experience, we send envelopes through Salesforce from multiple users, our expectation like in the other integration is the ability to get the email notifications when a customer review the document or signs it to the email sender, example. I send a document for sign though Docusign using Salesforce and I get the email notification that customer completed the envelope in an email, (example@docusign.com) my peer sends another document using the same integration and get the notification in the mail example@docusign.com, my manager sends another document with the same scenario and get the email notification in example@docusign.com. My question is, is it possible to get individual notifications to our personal company emails as we are the senders and manage different customers instead of checking the email where all the n