Salesforce/Apex Toolkit

Hi, I am sending a DocuSign email from Apex and using the Salesforce Email Template to generate the Email Body. I am using Messaging.renderStoredEmailTemplate to get the HTML body, and when I check the result using System.debug the HTML content is correctly generated and present. However, after the email is sent, the email body is completely blank. Relevant Code:Messaging.SingleEmailMessage renderResult = Messaging.renderStoredEmailTemplate( opportunityEmailTemplateId, opportunityId_i, myContact.Id);String opportunityOfferEmailContent = renderResult.getHtmlBody();myEnvelope = myEnvelope.withEmail( opportunityOfferEmailSubject, //Subject opportunityOfferEmailContent //Email Body);myEnvelope = dfsle.EnvelopeService.sendEnvelope( myEnvelope, true);How do I resolve this?

I am sending emails via DocuSign API to recipient with type carbon_copy. How can I track if the email got bounced back due to reason like invalid email address? It seems DocuSign automatically mark the status to completed if the recipient type is carbon_copy.

I am calling Docusign EnvelopeService to send emails with documents. How can I track if the email is bounced back due to non-existed email address? 

Hi, I have issue with attachments, they just don’t return to Salesforce, my expectation is that after user signed doc, it should attaches to Salesforce record, I also adjusted Salesforce connection in Admin panel at DocuSign Demo and installed and connected package in Salesforce sandbox. I attached Apex file, could someone help me?

I have a Docusign template that:-Updates to “Pending Signature” status when sent (this works fine)-Updates to “Signed” status when completed.The problem is that if the language of the user sending it is in Spanish, it does not update to “Signed.” If I change it to English, it works correctly.I have the values of the picklists translated.I don't know what the problem could be.

The Salesforce org I’m working in currently has DocuSign implemented via a URL Button that initiates DocuSign from the Quick Actions menu. I’m working to update that functionality to occur in a Salesforce Flow instead. I’d like the same functionality to fire automatically when the flow completes and populate the DocuSign envelope with variables from the flow.My thought is this would need to be done in Lightning or Apex and called in the flow. I initially tried automatically firing the button on init, but Lightning doesn’t support URL buttons so it won’t fire as expected. Has anyone initialized DocuSign from a Flow before?

This is a follow-up question from my previous post Salesforce Apex Toolkit cannot override Email subject from Docusign Envelope templateBasically I needed to disable option “Custom email and language for each recipient” so that I can dynamically set the email subject and text using Salesforce Apex Toolkit.Now the issue is, the email is always sent in English. How do I set the default email language, with / without Salesforce Apex Toolkit? 

Hi, I have created a Docusign Envelope Template (dfsle__EnvelopeConfiguration__c) with name “Opportunity Document”. I also used Docusign Salesforce Apex Toolkit to send the Email and adjust the email subject and email message dynamically. However, the email subject is not being overwritten by the code.Relevant Apex Code:Id mySourceId = opportunityId_i; // Opportunity ID// Create an empty envelope.dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId)); // Use a Salesforce Contact ID as a RecipientContact myContact = opportunityIdToContactIdMap.get(opportunityId_i);// Use the Recipient.fromSource method to create the Recipientdfsle.Recipient myRecipient = dfsle.Recipient.fromSource( myContact.Name, // Recipient name myContact.Email, // Recipient email null, //Optional phone number 'Signer', //Role Na

Hi,I’m attempting to leverage the embedded URL function in the apex toolkit where a user can initiate a contract and have a user sign on their device in person using embedded URL to docusign.I’m requesting an envelope using this code:         // 2. Create empty envelope tied to CPA        dfsle.Envelope env = dfsle.EnvelopeService.getEmptyEnvelope(            new dfsle.Entity(cpa.Id)        );        // 3. Attach DocuSign template        dfsle.Document doc = dfsle.Document.fromTemplate(            dfsle.UUID.parse(templateUuid),            'Customer Product Agreement'        );        env = env.withDocuments(new List<dfsle.Document>{ doc });        // 4. Create embedded recipient (⚠️ role name must match template role exactly)        dfsle.Recipient signer = dfsle.Recipient.newEmbeddedSigner(            cpa.Primary_Contact__r.Name,            cpa.Primary_Contact__r.

I have Docusign integrated with Salesforce. Currently, I have a DocuGen Template created and I can click a Salesforce button to generate a document from an Opportunity, complete with various merge fields. I have a use case where I’d like to help automate workflows by having a Salesforce Flow (with Invocable Apex assistance, if necessary) take a given Opportunity, generate the ContentDocument, and then attach the ContentVersion as an email along with a Salesforce Email template and send it to a Contact. I can see how to generate a Docusign Envelope through Apex (really great documentation btw), but I don’t want an entire envelope. I just want to generate the doc itself, and send that raw doc attached to a templated email to the designated Contact for review. I cannot find any documentation about how to use the DocuGen features to use the Template and merge fields to generate the doc so that I can use it as an attachment. Any help is appreciated. Thanks!

Hello, we implemented a custom method to use a existing envelope template and change the order of the documents;added custom Merge fields and positioned them on the Document.The fields are displayed correctly on the document - signing also works and we get the response of the envelope that the document has been signed.But the data has not been written back to Salesforce. public class docusign_DocuSignEnvelopeService { @future(callout=true) public static void processDocument(Id recordId){ try{ List<dfsle.Envelope> envelopes = new List<dfsle.Envelope>(); SBQQ__Quote__c quote = [SELECT Id, Name, SBQQ__PrimaryContact__r.Name, SBQQ__PrimaryContact__r.Email, cpqde_BankAccountOwner__c, cpqde_BankName__c, cpqde_SEPA_Consent__c FROM SBQQ__Quote__c WHERE Id =: recordId][0];

We have installed Docusign App Launcher in our Salesforce org and we use Docusign generate and convert REST API to generate templates and the Docusign Apex toolkit to send Docusign envelopes. We have used Docusign custom fields in our templates. Some of these are also synced to Salesforce fields for write back. For testing purposes we work with the same documents , sending it to the same test customer. On opening the email, the customer sees the fields pre populated with values, they can be the same values entered from previous tests. We do not want this to happen. Any option or setting which will stop fields from pre populating.  

Hi Team,Requirement: How can i change/replace docusign email subject line text(‘sandeep soni learning env sent you a document to review and sign.’) with required text. I am using salesforce docusign managed package and apex class for accessing and generating envelops. Example:    How to write salesforce notes&attachment images on docusign template using apex tooltip. Example: I have upload an image from salesforce flow and now i want to write that image on docusign template so whenever receive opens document for review, he should see that image. How to print Salesforce Rich text field value with html content like bullet etc on docusign template using apex tooltip. Example: In salesforce, i have richtext area field and i have below html content in this

How to adjust the size of dfsle signTabs, I want to make it bigger size, as standard size 100 is too small             dfsle.Tab signTabs =  new dfsle.SignHereTab().withAnchor(new dfsle.Tab.Anchor(System.label.Purchaser_Signature, false,false, 'right',  true,  true, 'pixels',  0,  0 )); 

Hello all,We have a button on our Salesforce Opportunities that redirects us to a standard Docusign page to generate the contract and get it into Salesforce files.Our button calls this url, providing the template id:{!URLFOR('/apex/dfsle__gendocumentgenerator', null, [sId = Opportunity.Id, templateId = 'a1OAZ0000007wXM2AY', recordId = Opportunity.Id, recordName = Opportunity.Name, title = 'Contrat'])} Once clicked, the contract is being generated and when we get back on our Opportunity in Salesforce, we can find the file related (pdf).   Our need is to replace that manual action using apex by calling Docusign API to generate and store it as file on the Opportunity. I have checked on forum, but did not find an easy to integrate solution, what would you recommend please? NB: We dont need to sign the contract, just to generate it   Thanks for your help!

After refresh my sandbox with production. Again user is added in the “Docusign Setup”> “User Managemenet”. User has necessary permission set assigned for generates and send document.Now after generate the document, when I hit “Send with Docusign” Action Button. It shows an error toast notification with “Not Found”.After that nothing happens. and Send with Docusign page stays on that page only.What would be the issue

I have a requirement to trigger sending of a document via DocuSign for remote signing. The signing link for the documents needs to be sent as a text message (SMS) using a custom solution (Twilio). Using Apex Toolkit dfsle.EnvelopeService.sendEnvelope(myEnvelope, false), I’m able to generate an envelope with a Template. Now the challenge is to get the signing URL. I have been able to get the recipient preview URL using dfsle.SigningService.getRecipientPreviewUrl(docuSignUUID,1) but it can’t be used to complete the document. I have tried using dfsle.SigningService.getSigningUrl(envelope, returnURL ,true) but it alwasy returns a NULL value.Is it possible to achieve what my requirement says? If yes, can someone throw light on what I’m missing or have been doing incorrectly?

 Need help in SF with Docusign integrationRequirement: Want to prepopulate some custom fields value on template, i have set these custom field values in apex(using apex toolkit) class but i am not seeing these values in pdf. Development approach: I have already installed DocuSign(Docusign Apps Launcher) managed package in salesforce and uploaded DocuSign template(word format) in DocuSign portal. I have set the custom field values in apex code, Receiver is receiving an email with attached doc but he is not seeing custom field values post complete it also. Feel free to ask any doubts/more details.I am using below code:dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId));List<dfsle.Tab> envelopeTabs = new List<dfsle.Tab>();//Custom fields isResidentialenvelopeTabs.add(new dfsle.TextTab().withValue('R

How to implement 'Receives a Copy' using apex tool kit salesforce

Hello, I have used the Apex Toolkit to define the writeback of my envelope.The docs are correctly attached to the case and the status on the case is correctly updated.However, the doc title is not updated as specified in the writeback. It retains the original name. I need to add ‘_completed’ to the initial title when it is signed. Anyone encountered this issue or has an idea how to resolve this? ThanksCode Snippet :             myEnvelope.withOptions(new dfsle.Envelope.Options(                false,                new dfsle.Document.WriteBack(caseRecord.Id,  ‘Signed Contracts’, false, true),                new Map<String, Map<String, Object>> {                    dfsle.Envelope.STATUS_COMPLETED => new Map<String, Object> {                        'Case.Status' => 'Docs received'                    }                },                new Map<String, Map<Stri

How to adjust the position of dfsle.SignHereTab() from apex tool kit salesforce     dfsle.Tab signTabsfooter =  new dfsle.SignHereTab().withAnchor(new dfsle.Tab.Anchor(System.Label.PurchaserFooter, false,false, 'right',  true,  true, 'pixels',  0,  0 ))                        .withPosition(new dfsle.Tab.Position(1, 1, 200, 20, null, null)); //Tab position not working

We’re using DocuSign in Salesforce. After a document is signed, we get the signed document and certificate of completion as two separate files in the Salesforce record. We’d like this to return as one file--the signed document with the certificate of completion appended to the end.  Is that possible? I have the setting Attach certificate of completion to envelope checked, but that isn’t helping. 

Hello,  I’m using Salesforce Connect to update records in Salesforce once the envelope is completed. I want to select records where there are multiple conditions in OR. I can’t see any option for OR / NOT. All conditions under SELECT WHERE section are applied as AND.Can we create new connect objects for the same Salesforce object with different conditions ?Is there any limit to how many can we create ?Regards,Mehul Shah

Hi, Anyone have any thoughts for ways or workarounds to only allow DocuSign to update Salesforce once an envelope is completed?We are using DocuSign Apps Launcher with Salesforce and using DocuSign envelope templates. The document first goes to recipient 1 who is required to make edits to the doc and sign it. Next it goes to an ‘Approver’ who has the option to approve or reject the document Once the Approver approves the doc, the envelope is considered completed and that is what appears in Salesforce. However, we don’t want Salesforce to be updated until the document is completed in case the first recipient had errors in the doc and now they need to be corrected? Any insights would be greatly appreciated!

Getting error: JSON heap size limit exceeded while uplaoding document of 4.3 KB from Salesforce: At this line:                 myEnvelope = dfsle.EnvelopeService.sendEnvelope(myEnvelope, false);, this error is returned . Please suggest