Challenge Overview
- 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.
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Create a new object in your org:
- Name: Docusign Status
- API Name:����dsfs__DocuSign_Status__c
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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)
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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.
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