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Find answers to your Salesforce integration questions.

  • 270 Topics
  • 948 Replies
270 Topics
R
Newcomer
Raz GatNewcomer
asked in Salesforce
Insufficient "Read" access on field "Record ID" on object "Gen Auth Info

Hi, we have DocuSign in our Salesforce platform for generating documents.Some users receive the below error when trying to generate a document:"Insufficient "Read" access on field "Record ID" on object "Gen Auth Info"It seems to be a missing permission on that user on salesforce. Do you know which permission that could be? 

455
N
Community Moderator
W
Newcomer
Wes.CooperNewcomer
asked in Salesforce
DocuSign / Salesforce - Require Merge Field when Checkbox Merge Field is Set

Hi, is it possible to have a Text Type Merge field be required if a Checkbox Merge Field is set by the Signer? I know this can be configured by the user by creating a condition when reviewing the Envelope prior to sending, but I’d like to have this condition automatically applied by the system when it is generated as users will not remember to perform the task. I do not see the option when configuring the merge field. Any help would be greatly appreciated. Thank you. Note: We are currently using ‘Docusign Apps Launcher’ for Salesforce. 

512
C
Community Moderator
P
Newcomer
PlamenNewcomer
asked in Salesforce
Prevent Senders from editing and removing recipients

We are using DocuSign integration with Salesforce with multiple pre-defined templates and signing orders. All our users are Senders. We want to prevent them from editing the envelope recipients in DocuSign after sending it from Salesforce - is it possible at all?

974
C
Community Moderator
A
Newcomer
ACCSCNewcomer
asked in Salesforce
Adding a household member as 2nd signatory Docusign for Salesforce

Has anyone successfully been able to add a household member as a signatory on a docusign envelope through the Contacts related list?

112
C
Community Moderator
K
Newcomer
KfengNewcomer
asked in Salesforce
I need to log a support case with a developer account

How do I log a customer support case using a developer account? The only reason I have a developer account is because Docusign doesn’t allow connecting the same docusign account to two different Salesforce integration and I have a very unique question about migrating a custom button in legacy docusign to new envelope template in docusign apps launcher in Salesforce.

392
C
Community Moderator
S
New Voice
singhanubhavNew Voice
asked in Salesforce
DocuSign Custom Integration with Salesforce

Please tell!Ques 1)Which is the correct way to set the header while doing Custom Integration of DocuSign with Salesforce?req.setHeader('Authorization', 'Basic ' + EncodingUtil.base64Encode(INTEGRATOR_KEY + ':' + SECRET_KEY)); ORreq.setHeader('Content-Type', 'application/x-www-form-urlencoded');Ques 2) What is referred as secret key in DocuSign how can i navigate there in DocuSign?Ques 3) I am getting the Authorization code but to get accessToken i am getting status code 400 in Custom Integration any suggestions are welcome!!

322
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Community Moderator
W
Newcomer
WIll213Newcomer
asked in Salesforce
Hyperforce/Salesforce - Docu-Sign Functionality

Good day!Have any community members experienced any significant issues with Docu-Sign functionality (issuing envelopes, field write-backs, and filing completed envelopes in Salesforce) after migrating to Hyperforce?If yes, please provide some general comments and solutions you used to resolve.  Thank you in advance.

1052
A
Community Moderator
L
Observer
LarsHAZ
asked in Salesforce
How to display Rich Text Images in Template

Hello everyone,we got a Rich Text Field with multiple Images and Text which we would like to display in a generated template.Text is working fine but the images generate an error message:Any idea how to work around that?

3752
N
Community Moderator
S
Newcomer
Sureshna NNewcomer
asked in Salesforce
Error :" The requested resource does not exist" in Docusign Envelope status -DocuSign

After sending the documents, I can see the status in the DocuSign Envelope status components in the related tab. However, when I click on "View All," it shows "The requested resource does not exist." Please refer to the screenshot. Any help would be appreciated. Thanks in advance. 

1509
C
Community Moderator
G
Newcomer
GomathiNewcomer
asked in Salesforce
'View All' link in Docusign Envelope Status component added to a salesforce lightning record page does not list all the docusign envelopes. Getting error ' The requested resource doesn't exist.'

Ideally when we click on view all link, it will be redirected to ‘Docusign Status’ list view to display all the docusign enveloped created from salesforce. This was working fine earlier but recently it shows ‘the requested list view resource doesn’t exist’. We don’t have control over Docusign envelope status aura bundle component to modify the list view filter name as it is a managed package.Current behavior:Expected behavior: 

482
A
Community Moderator
Nurcan
New Voice
NurcanNew Voice
posted in Salesforce
DAL Salesforce package suggestion

I woudl love to see the DAL Salesforce pacakge offer the same feature/functionality OTB as the web app.

322
Hengfeng Ge
Frequent Contributor
I
Newcomer
investoNewcomer
asked in Salesforce
Can i use salesforce nonprofit cloud objects such as "Program" with Docusgin?

I want to know the list of salesforce objects that are accessible with Docusign and the API version of Docusign that is being used?Can i use nonprofit cloud objects such as "Program" with Docusgin?

332
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Community Moderator
B
Newcomer
brgoncharovNewcomer
asked in Salesforce
Hiding Opportunity Name in a table

Hi what is the easiest way not to display the Opportunity name before Product Name in the column “DESCRIPTION” in the following example:  SERVICE CODE DESCRIPTION SALES PRICE QTY TOTAL PRICE <# <TableRow Select="/Opportunity//OpportunityLineItems" /> #><# <Content Select="./ProductCode"/> #> <# <Content Select="./Name"/> #> <# <Content Select="./UnitPrice"/> #> <# <Content Select="./Quantity"/> #> <# <Content Select="./TotalPrice"/> #>

466
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Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
"You have not granted or have revoked your consent to be impersonated by Docusign Apps Launcher" error

Has anyone seen this issue with Docusign in the Production setup? I set up the user everything is alright. This user 1st time submit for signature, instead of the system requesting for granting access, it hits the error - screenshot straight away. My admin account still can submit for signature. Some suggestions on web says that I have to uninstall the application to re-set the access which is the last thing we want to do for go-live.

26213
S
Newcomer
A
Newcomer
ACCSCNewcomer
asked in Salesforce
Docusign for Salesforce template setup error

Has anyone come across this error? Not sure what it is not liking. 

637
C
Community Moderator
S
Observer
suryaObserver
asked in Salesforce
Signed Document

After giving this access also signed document is not back to salesforce opportunity record 

102
N
Community Moderator
E
New Voice
etemkinNew Voice
asked in Salesforce
Can't find files after using the Migration Tool on a custom object

Hi, We are trying to move to DocuSign Apps Launcher. I have used the migration tool to move our old DocuSign Status’ to the new DocuSign Status object. We have done this for a Custom object called Partner/Client. You can see in the attached screenshot I have the Envelope Status as a component - which is the only way it will show on Custom objects. But I am unable to get to the documents in that envelope. When I click the little drop down and say ‘view envelope’ I am not taken to the actual DSX record where the documents are typically found in the notes and attachments. How do I get to these historical documents? It should be noted that I am working in a Salesforce Sandbox connected to a DocuSign Dev account - could this be the issue? If this is supposed to work a certain way could some please point me in the direction of how this would look in production? Thanks!  

444
C
Community Moderator
M
Newcomer
Manoj BaldaniyaNewcomer
asked in Salesforce
Lookup to case from case contact (custom object)

We have a standard DS button on cases for HIPAA verification and Related list to case which is Lookup to case from case contact (custom object). The issue is when configuring Recipient under relates list feature of DS I’m not able to limit the choice for sender to choose from case contact (a related list/lookup to case) Instead I’m getting all the org email ids to choose from which I don't want. I want users to send/choose from document to only related case contact object. 

847
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Community Moderator
M
Newcomer
Mike CioffiNewcomer
asked in Salesforce
Can't Get Signature Placeholders Docusign Gen Using Salesforce

Nothing changed on my template, but not it’s just not placing the field anchor for a signature.  In my template:  In my Docusign Gen Template:   In salesforce sending the document:   Anyone know what I am doing wrong? 

1382
A
Community Moderator
L
Newcomer
lindadeatonNewcomer
posted in Salesforce
What is the Salesforce Certified JavaScript Developer I certification for?

I'm asking because I'm interested in understanding the requirements and benefits of the certification. I want to know how it could potentially enhance my skills and career opportunities in JavaScript development, particularly within the Salesforce ecosystem.

682
C
Community Moderator
M
Newcomer
MAFNewcomer
asked in Salesforce
DAL: Set Defaul

Hello!We recently upgraded from eSignature (Legacy) to DocuSign App Launcher in our Salesforce environment.  We have two use cases for our users with DocuSign.An API call is made where a document is generated then sent using the system sender email A DocuSign button is pressed to allow users to send a custom document in an envelope to a client.Once we added permissions for our users to accomplish the second use case, envelopes that were generated via the first use case started being sent out from users personal email addresses rather than the system sender email address.Is it possible to allow users access to customize documents and send out envelopes via the custom DocuSign buttons without either having to add them as DocuSign users in Salesforce OR to set the default email that ALL documents that come from Salesforce come from to a specific address?  It seems like we could hard code into our solution for the first use case that the email address used is always our default, but this s

732
N
Community Moderator
B
Newcomer
borkogrujicicNewcomer
asked in Salesforce
Not able to merge fields into envelope template

Hi, I am getting error when I try to place merged fields from salesforce to Envelope Template.Save Error: Some fields might be out of sync. Unable to connect to the service. Failed to connect to the salesforce service.I disconnected and reconnected the DocuSign but it didn’t solve the issue. We are currently running on 6.4v.What can I do to solve this issue?

1102
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Community Moderator
J
Newcomer
JeffG8Newcomer
asked in Salesforce
Salesforce: Signature, initial, and date tags on template not showing up when sent through envelope.

Recipients have to add the sign, initial, and date tags themselves. Wasn’t a problem when I didn’t use the envelope. 

965
C
Community Moderator
S
Newcomer
SrividhyaNewcomer
asked in Salesforce
Docusign Status and Synch issue with Salesforce

HI Team Salesforce's DocuSign Status Component it's not Working, and signed documents are not returning. Kindly Assist. 

502
C
Community Moderator
E
New Voice
etemkinNew Voice
asked in Salesforce
Sending a document with DocuSign Apps Launcher and no Status is being created

Hi, I am working in a UAT Salesforce environment connected to a Dev DocuSign. When I send a document using a custom URLFOR button a DocuSign Status is not getting created. I see a ‘DocuSign Envelope’ though. Is there any reason why an envelope would get created but not the Status? I received the document for signature in my inbox, so I don’t believe there is an error in my recipients etc. Any advice on why this might be happening would be greatly appreciated! Thanks, Emily 

342
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Community Moderator

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