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Question

Migrate from DocuSign SOAP to REST

  • August 5, 2026
  • 2 replies
  • 15 views

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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

  1. Is there an article for ISV vendors on how to switch to REST?
  2. Once Document is sent via REST, will any customer using the new app “DAL” able to track the status back into Salesforce? 

2 replies

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  • Docusign Employee
  • August 7, 2026
Hello GoCloudz,
 
Thank you for contacting Docusign Community Support. 

At this time we don't have a guide to migrate from SOAP to REST, however, we have REST SDKs that can save you time. 
Our SDKs | Docusign

Docusign Connect's writeback to Salesforce is not influenced by the envelope creation process using SOAP of REST.

You should authenticate your Docusign Connect for Salesforce again and confirm that your envelopes have the reference objectID.

Additionally, you can create a support case if the error persists.
Best regards,
 
Adrian | Docusign Developer Support

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  • Author
  • Newcomer
  • August 7, 2026

Hi Adrian, can we use the Apex tool kit - https://developers.docusign.com/docs/salesforce/salesforce101/apex-toolkit/. We would like to emphasis, the document is not generated using DocuSign, but using our app and we would like to send that for e-signature using the recipients from Salesforce.