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Topics#ApexPregunta de Prasanna
Prasanna ha preguntado en #Apex
27 nov 2018, 18:44

Docusign and salesforce customization

I would like to send a dousign document from an external system but still want to track the docusign status and recipient status back in Sf. I configured the docusign& sf connection and tested it out, I see the docusign status come back to sf but is missing the account association, the signed docs are published back on the correct account but the Docusgin status which has an account and contact look up is missing,

Any direction on how to code to make the association?
3 respuestas
  1. Erik Swiderski (A-Affordable)
    29 nov 2018, 23:55
    A code snippet would be very helpful here. Without it, I'm just guessing at this point:

    How are you sending your DocuSign envelopes? Are they being sent directly from the docusign website or from another system that has an api integration with DocuSin (i.e., like how you can send docusign envelopes from salesforce via the api).

    Start with looking at the envelope data in docusign. Not sure if you can see it from the same page that you view your envelopes, you may have to either enable debug logging in docusign settings, or export the envelope details to csv -either way you're ultimately trying to look at the data that the docusign envelope carried with it, including that custom field to see if the data inputted during the envelope send made it. If it did, then you know to check how that field is mapped to the docusign status object record in salesforce.
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