Creating a One-Click Composer/DocuSign Integration
- Click a standard Composer for Salesforce component, such as a Composer button or Composer Lightning Web Component.
- Your Composer Solution must include an MFTS parameter with a field to update on the merge.
For more information on setting this process up, refer to Using Composer to Update Fields in Salesforce. - Your Composer Solution must also include parameters that save the merged document back to the Salesforce record that was updated.
- Create a Salesforce Flow to take the merged document from the Salesforce record. You can refer to DocuSign's documentation on this process here.
- This Flow is set to run anytime the Salesforce field is changed to a specified value.
This value is what will be changed in the Composer solution's MFTS parameter, which then calls the DocuSign for Salesforce package directly, sending in an Envelope Template ID along with the Salesforce Record ID you want your signing transaction associated with. - Envelope Templates are part of the DocuSign for Salesforce package, and are a way to setup a repeatable DocuSign e-signature process based on set parameters.
In this example, the Envelope Template being used in the Flow is setup to grab the most recent document associated with the Salesforce record and send it to our customer contact listed in Salesforce. - Ensure your DocuSign Envelope Template has the Attach documents from Salesforce Record setting set to True, and the Document Selection dropdown set to Latest Document.
- Lastly, set your Recipients and their Roles in the DocuSign envelope settings.
