1.
DocuSign Integration with Salesforce-
Beginner Learning Series :
Integration in action
Divya. R,
Software Engineer
MST Solutions

2.
Salesforce Admin Group, Trichy
Kadhar Basha
Salesforce Admin Group, Trichy
Trailblazer Community Group Leader
MST Solutions
- Kadhar Basha J
Sundaravel J
Salesforce Admin Group, Trichy
Trailblazer Community Group Co-Leader
MST Solutions

3.
Salesforce Admin Group, Trichy
Divya Ravichandran
Salesforce Developer
MST Solutions

4.
Agenda
Recap of series II
DocuSign Fields
Types of Fields in DocuSign
Custom Buttons
Custom Button Formats

5.
Recap of previous series
• DocuSign Admin settings in Salesforce
• Supported Objects in DocuSign
• Send with DocuSign Button
• Document and Recipient Selection
• Envelope Settings

6.
DocuSign Fields
• The DocuSign fields serve as guideposts to help your signers know where you want
them to sign, initial, or provide other information in the document.
• There are three types of DocuSign fields:
• Standard fields
• Custom fields (also called custom tags) which are customized versions of
standard fields.
• Merge fields which are customized versions of standard fields that are linked
to Salesforce fields.

7.
DocuSign Standard Fields
• There are a number of standard fields available when sending
an envelope to allow you to collect signatures, approval, and
various types of information.
• Signature - New users first confirm their signing name and
initials, and then select a signature style. When they adopt
their signature, it is applied to the signing field.
• Attachment - The Attachment field allows you to request
additional documentation from a recipient.

8.
DocuSign Custom Fields
• Custom fields are customized versions of standard fields that
have been saved for future use by your DocuSign account
admin.
• They help speed up your document preparation by allowing
you to use fields that have been customized to your
workflows.
• Custom fields help to optimize the sending process.
• Any combination of field properties, such as font type or size,
validation setting, or size can be defined in custom fields.

9.
DocuSign Merge Fields
• Merge fields are custom fields that are integrated with
Salesforce objects.
• When a custom field with merge field settings is added to a
document, the Salesforce data associated with the custom
field is imported into the field.
• You can also specify an anchor when creating merge fields
to automate field placement.
• You can also create merge fields to merge data between
Salesforce fields and DocuSign fields.

10.
Custom Buttons
• You can create custom buttons to provide more control and more data about
your DocuSign processes from the DocuSign Envelope Configurations object.
• DocuSign Envelope configuration object is supported only in Lightning.
• You can also create custom buttons from Salesforce object manager.
• Custom buttons enable you to:
• Define repeatable DocuSign processes
• Override DocuSign account settings
• Customize Recipient workflows
• Utilize DocuSign templates and Automate sending.

11.
Custom Button Formats
To create custom buttons in Salesforce, you can:
• Use the Envelope Configurations object in Salesforce to create custom buttons
without writing a single line of code.
• It can be used in Salesforce Classic and Lightning.
• Use Salesforce Object Manager to create script-based URL detail page buttons.
• The buttons created with this method can be used in Salesforce Classic and
Lightning.
• Use Salesforce Object Manager to create OnClick JavaScript buttons.
• The buttons created with this method can only be used in Salesforce Classic.

12.
URL Buttons
• You can create or update existing detail page URL buttons from Salesforce
Lightning Object Manager in Salesforce Setup.
• To support Salesforce's new security requirement, the URLFOR function
must be included in the custom button script.
• When creating URL buttons, you will need to wrap the URLFOR
function around the entire script.
• The URLFOR function is now required in custom buttons as part of a new security
requirement from Salesforce to avoid Cross-Site Request Forgery (CSRF) when accessing
Visualforce pages.

13.
URL Buttons
Your script should look like this:
{!URLFOR('/apex/dsfs__DocuSign_CreateEnvelope',
null,
[SourceID = Opportunity.Id,DST = '425c6f4e-f673-
488c-a295-708137fc1eba',
OCO = 'Tag'])}

14.
OnClick JavaScript
• Can be used to update existing script-based custom
buttons.
Disadvantages :
• JavaScript buttons cannot be used on version 7.0 and
newer.
• Requires scripting.
• Buttons created using this method cannot be used in
Salesforce Lightning.

15.
DocuSign Envelope Configuration
• The DocuSign Envelope Configurations object provides Salesforce administrators the ability to create
custom envelope configurations, also known as custom buttons.
• Using the DocuSign Envelope Configurations object, you can define repeatable DocuSign processes in
the Salesforce context without the need to write code.
• In your custom configuration, you will be able to predefine many envelope parameters such as email
messaging, recipients, documents, expirations, and reminders.
• You can then add the button to Salesforce object layouts in Salesforce Lightning or Classic.