Send Documents from Salesforce to DocuSign
Use this recipe to send documents attached to a Salesforce opportunity to DocuSign.
Note:
This recipe is available as Salesforce — DocuSign | Send Opportunity Documents in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.
Overview
This recipe sends all the documents attached to a Salesforce opportunity to DocuSign when the opportunity is moved to the Closed Won status in Salesforce. It uses the standard Salesforce Adapter and the DocuSign Adapter. To use the recipe, you must install the recipe package and configure the connections and other resources within the package.
When an opportunity record closes with the status Closed Won in Salesforce, the integration flow of the recipe is triggered. It receives the opportunity ID from Salesforce and checks if the opportunity record contains any document attachments. If there are attachments, the integration flow retrieves those documents and sends them to DocuSign. In DocuSign, these documents are available within a new draft envelope.
Note:
- The recipe sends a document from Salesforce to DocuSign only when the opportunity record containing the document is moved to the Closed Won status in Salesforce.
- The recipe sends only valid PDF documents from Salesforce to DocuSign.
System and Access Requirements
- Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher
- Salesforce
- DocuSign Developer instance
- An account on Salesforce with the Administrator role
- An account on the DocuSign Developer instance with the Administrator role