Salesforce/Apex Toolkit

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 Name. Specify the exact role name from template new dfsle.Entity(myContact.Id)); // Add Recipient to the EnvelopemyEnvelope = myEnvelope.withRecipients

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.Email,            String.valueOf(cpa.Primary_Contact__c) // clientUserId = Contact Id        ).withRole(           

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]; dfsle.Envelope envelope = createEnvelope(quote); List<dfsle.Document> documents = attachDocuments(quote.Id);

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 richtext area sf field: <ul><li>Option 1</li><li>Option 2</li></ul><p><br></p>  i want to write this html content on docusign template so whenever receiver opens document he

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('ResidentialValue').withDataLabel('isResidential'));dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(contact.Name,contact.Email,nu

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<String, Object>>()            ));

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 

Hello!  I’m working on creating an integration using the Apex Toolkit and I’m having an issue with my envelope recipient routing order and sequence order. I’ve noticed that when constructing my envelope recipients with the envelope.withRecipients it automatically assigns my recipients a routing order and sequence number based on their order in the recipient list. I need to be able to assign those values myself so that they can align with a template I’m matching my envelope to. Any suggestions on how I can do this would be greatly appreciated! 

We are using the apex toolkit in Salesforce to generate documents and then create an envelope. However, once the envelope has been created, we would like to allow the user to view the envelope and make adjustments before actually sending. Is there any way to provide the user with (or redirect the user to) the Send with Docusign view after creating an envelope with the apex toolkit? A screenshot of what I’m talking about is below.  

 Hi, I have developed a Screen Flow for sending contract documents, utilizing the 'Send With DocuSign' action (apex-dfsle__EnvelopeConfigurationBulkRequest). Below is the screenshot for reference.(2- Flow element) The envelope is sent immediately when the flow reaches this element step. I want to allow the user to preview the template before it's sent. The template's options have been set to 'Place Fields'.(1- Options) However, it behaves as if it's set to 'Send Now' when I send it through Flow. Is it possible to preview the envelope before sending, as if we are sending it using a button in the page layout? Thanks. 1- Options 2- Flow element 

Here is my scenario:In Salesforce, I have an Opportunity that can be related to multiple Opportunity Documents (custom object). There are three Opportunity Documents: Non-Disclosure Agreement, Contract, and Onboarding Policy Agreement. We created Gen templates for each of these.Each document may have a different person that needs to sign. For example, Bob may need to sign the Non-Disclosure Agreement and Contract while Alice needs to sign the Onboarding Policy Agreement. As such, we have a "Signer" field captured on Onboarding Document.Lastly, there could be multiple of one document on an Opportunity that needs to be signed. For instance, we may have two copies of a Non-Disclosure Agreement that needs signature for one opportunity.Our thinking is that we could create an LWC that leverages the apex toolkit to allow a user to, at any point, select one or more Opportunity Documents and then click a button called Generate Envelope. Using the Bob/Alice example above, the LWC (referencing th

Hi Team,I am working on a Salesforce integration using the DocuSign Apex Toolkit, and I need to achieve the following:Send multiple documents (a Visualforce page converted to a PDF and a DocuSign template) as part of a single envelope. After all recipients sign the envelope, combine these documents into a single merged PDF.Here's a brief outline of my current implementation:I generate a PDF from a Visualforce page and store it in Salesforce. I retrieve a pre-configured DocuSign template using its unique ID. I use the dfsle.Envelope class to attach both documents to an envelope and send it for signing using the dfsle.EnvelopeService.sendEnvelopes method. I retrieve the status of the sent envelopes using dfsle.StatusService.getEnvelopeStatus.Code Excerpt: Apex Code:dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(orderRec.Id)); myEnvelope.withRecipients(new List<dfsle.Recipient> { dfsle.Recipient.fromSource(orderRec.Owner.Name, orderRec.Owner.Emai