Create Docusign Status Records in SFDC using Docusign REST API

Register
Submit a solution
The challenge is finished.

Challenge Overview

  1. Install & configure the attached managed package. This package has code which you can adapt or use as a reference. There are great tools to get your OAuth setup done easily as well.
  2. Create a new object in your org:
    • Name: Docusign Status
    • API Name:����dsfs__DocuSign_Status__c
    • Fields:
      Field Name API Name Data Type
      Completed dsfs__Completed_Date_Time__c Date/Time
      Declined dsfs__Declined_Date_Time__c Date/Time
      Declined Reason dsfs__Declined_Reason__c Text Area(255)
      DocuSign Envelope ID dsfs__DocuSign_Envelope_ID__c Text(56)
      Envelope Link dsfs__Envelope_Link__c Text Area(255)
      Envelope Status dsfs__Envelope_Status__c Text(56)
      Last Viewed dsfs__Viewed_Date_Time__c Date/Time
      Opportunity dsfs__Opportunity__c Lookup(Opportunity)
      Sender dsfs__Sender__c Text(56)
      Sender Email dsfs__Sender_Email__c Email
      Sent dsfs__Sent_Date_Time__c Date/Time
      Subject dsfs__Subject__c Text(100)
      Voided dsfs__Voided_Date_Time__c Date/Time
      Voided Reason dsfs__Voided_Reason__c Text Area(255)
  3. Create a button on the Opportunity Detail Page titled "Pull Docusign Status"
    • ��������On Click: Call the Docusign REST API and get all Envelopes with Parent_SFDC_ID = the opportunity which this button is clicked from.
    • If a Docusign Status record does NOT exist with this Envelope ID then create a Docusign Status record. Fill in as many of the above fields as you have data for.
    • If a Docusign Status record already exists for the Envelope ID, then update any fields where the API returns a changed value.

����������������Please take note of the submission requirements We will be asking for 2 packages!������������������������

Review style

Final Review

Community Review Board

Approval

User Sign-Off

Challenge links

ID: 30040737