Docusign with Salesforce Guest user

Question

Hello everyone,

We have Salesforce and DocuSign integration, I have a requirement to setup a DocuSign envelope template on custom object and that record is created by a guest user via a form on a cloud experience site. I designed the Record-Trigger flow on creation a record with a condition as in the screenshot below:

Send Media Release Form .png

The flow is running well, but the DocuSign component is not sending the envelope and i can see the following error message in the debug log :

Failed to process batch for class 'dfsle.EnvelopeConfigurationBulkSend' for job id '000Ty00000jkmnU'

caused by: dfsle.UnauthorizedException: You must have DocuSign sender permissions to perform this operation

Class.dfsle.Permissions.verifyIsDocuSignSender: line 414, column 1

Class.dfsle.Permissions.verifyIsDocuSignSender: line 408, column 1

Class.dfsle.EnvelopeService.sendEnvelopes: line 782, column 1

Class.dfsle.EnvelopeConfigurationBulkSend.execute: line 69, column 1

I know this is due to a Docusign limitation that is the Salesforce user must have a Sender Docusign permission set as mentioned in the following article :

https://support.docusign.com/s/articles/DocuSign-Developer-FAQs-Apex-Toolkit?language=en_US#dfsle_Unathorized

and that permission set can't be granted to Guest Users.

Anybody can help with any idea?

Koll.Klienstuber · Answer

@aalamour1981This request has came up before but it would be a limitation with the managed package.Site guest users wouldn’t be able to perform this action for the reason mentioned in the error “You must have DocuSign sender permissions to perform this operation”This would be a limitation of the DocuSign Apps Launcher package and the only current workaround would be to essentially pretend the package doesn’t exist and build out your own custom Apex REST requests to interact directly with DocuSign. This however would be out of scope of support.The other potential option if needed would be to engage the Professional Services team. The Professional Services team is a team that can assist with more in depth construction of projects that fall outside of the break fix nature of support. This service would come at an added cost.I'm not sure if that is something you are interested in so I'll just leave the contact information and links to learn more about this team below:Information and contact info:https://www.docusign.com/sites/default/files/Enterprise%20Professional%20Services%20Overview.pdfGeneral Information: https://www.docusign.com/sites/default/files/DocuSign-Professional-Services-Overview.pdf

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