Salesforce/Apex Toolkit

Hi team,My Quote object can have multiple related Orders (child relationship). I only want to show the latest Order's OrderNumber in my Gen template — not all of them.Is this possible, and if yes, how do I set it up?Note: Refer to the screenshot.Thanks!

We are working on a DocuSign integration from Salesforce GovCloud (FedRAMP High) and running into two major issues: The DocuSign Apex Toolkit is not available for installation in Salesforce GovCloud. The standard managed package cannot be installed. We cannot find a GovCloud‑approved version. Does DocuSign provide a FedRAMP‑approved Apex Toolkit package or alternative? Salesforce GovCloud cannot pass Name/Email PII to DocuSign Commercial. Template roles do not accept email. Flow actions cannot send email. Recipient fields remain blank. We understand GovCloud blocks PII from leaving the UI, but what is the recommended workaround? We attempted to use the REST API with JWT, but our Integration Key does not show: Backend Integration (JWT) Service Integration User Consent / Add User We need guidance on: How to enable Backend Integration (JWT) for our Integration Key Whether DocuSign provides a GovCloud‑approved Salesforce package Best practices for

The Docusign Apex Toolkit provides predefined Apex methods, classes, and utilities, acting as an SDK. It encapsulates certain Docusign eSignature API functions, enabling developers to integrate Docusign and Salesforce features directly within their Apex code.While standard Docusign workflows use the Docusign eSignature for Salesforce UI, the Apex Toolkit grants access to Docusign eSignature API functionality. This access allows for greater customization and automation of workflows and processes. Templates are pre-defined, reusable document packages that streamline the process of sending documents for signature. They allow you to set up documents, recipient roles, merge fields, signing fields, and workflow settings in advance, so you don't have to configure them from scratch each time.This works great when you send an envelope from a template using the “Send with Docusign” button. However, there are a few caveats when sending a template using the Apex Toolkit as some settings defined on

Can’t get past this in my APEX code: Method does not exist or incorrect signature: void getEmbeddedSigningUrl(Id, System.Url) from the type dfsle.SigningService.More context: String returnRedirect = 'https://<someURL>/s/paperwork-complete'; Url signingUrl = dfsle.SigningService.getEmbeddedSigningUrl(myEnvelope.id, new Url(returnRedirect)); return signingUrl.toExternalForm();

I have the trial for Docusign for salesforce. I have create a template and a button to generate a document. I have all the Docusign permission sets including administrator and each time I go to click on te button to generate the document I get this error Failed to initiate document generation. Please try again later or contact your administrator for assistance. You must have Docusign generator permissions to perform this operation Is anyone able to help ? The online chat is not working on the DocuSign website

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 would like to request information regarding the languages supported in the DocuSign Envelope when using the Apex Toolkit, specifically through Recipient.EmailSettings? I found this Supported Language List. List. However, I would like to confirm whether the following languages are currently supported, or if there are any plans to add support for them in the future:Walloon Language (wa) Flemish/Belgian Dutch (nl-BE)Could you please clarify this for me? Thank you for your time and support. Kind RegardsWilly 

Current process:The Sales User creates the Contract and becomes the Owner of the Contract.The Manager then clicks “Send to DocuSign.”Currently, the reply email is being sent to the Manager’s email address.Requirement:The reply email should be sent to the Sales User’s email address, not the Manager’s.We are sending the envelope using Apex code as shown below. We need a solution in Apex code like below instead of API.myEnvelope = dfsle.EnvelopeService.sendEnvelope(myEnvelope, true);Please do it this is a high priority. We are waiting for a solution.

I have several brands within a company and I would like to set the BrandID dynamically via Apex based on some specific criteria. However, I could not find any documentation regarding setting BrandId via Apex. I tried asking AI about it and even found information suggesting that dfsle.Envelope API doesn't support setting brand IDs programmatically.Could you please confirm whether it is possible to set the BrandId programmatically? If it is not supported, I would appreciate an official confirmation. Kind RegardsWilly

Hi all, we had DocuSign Apps Launcher working on our test Salesforce sandbox. I’ve migrated to the User Acceptance Testing sandbox and am getting a ‘Page doesn’t exist - Enter a valid URL and try again’ when we click the ‘Send with DocuSign’.I’ve set up a new template on the UAT sandbox and that’s working, there’s a corresponding IK on my Apps & keys dashboard, so it’s connected to my dev account.The button is calling:{!URLFOR($Site.BaseUrl + '/apex/dfsle__sending', null, [sId = Farm_Visit__c.Id])}I’ve tried swapping out the /apex/… with endpoints for REST & SOAP to no effect. I wasn’t really expecting that to work but /apex/ isn’t listed on the endpoint page listing so figured it was worth 30 seconds to cut’n’paste.I'm assuming that $Site.BaseUrl is correct (https://demo.docusign.net but I don’t know how to check that from Salesforce. That is what is set on my dev account API & Keys dashboard.I’ve checked the API reporting and there are no failed API calls logged on docusi

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? Kind RegardsWilly

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.

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 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