We are a Salesforce ISV partner using DocuSign SOAP API for last 10+ years. I understand there are tons of resources available and we would like to make sure we are on the right track for the migration. To give some context, we have our own logic to create PDF, manages DocuSign custom tags, send to recipients. This is working till date, however, once the document is sent, it is not tracked back into Salesforce. We are getting below error
ErrorCode = INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, Fields = , Extended = .; SalesForceIntegration failed, dsfs__DocuSign_Recipient_Status__c failed, message: Unable to insert into dsfs__DocuSign_Recipient_Status__c,
We believe this is related to legacy dsfs package. So the ask is 2 folds
- Is there an article for ISV vendors on how to switch to REST?
- Once Document is sent via REST, will any customer using the new app “DAL” able to track the status back into Salesforce?
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