CODEWITHSUNDEEP
salesforcedocusignapi
seeded_2019
seeded_2019

Reputation: 11

Is the 'DocuSign for Salesforce' AppExchange app configurable via an API?

I'm trying to automate the configuration of the DocuSign for Salesforce AppExchange app in our SFDC sandbox.

Specifically I'd like to specify the account used to connect DocuSign to Salesforce (the values available under the DocuSign Admin > Account tab within the DfS app).

To be clear, the app is already installed, I just want to modify its configuration.

Question:

Is there any way to automate that? Of course I could use UI automation, but that's a last resort.

Most SFDC objects are accessible via an API and DocuSign itself is accessible via an API. But it's not clear whether the DfS app itself is.

Upvotes: 1

Views: 176

Answers (2)

Cyril Figgis
Cyril Figgis

Reputation: 1

You can use the DocuSign for Salesforce Essentials package to utilize the Apex toolkit, which can help you automate some processes. This is not the same package as the classic DocuSign eSignature for Salesforce package. It has limited features outside of the Apex toolkit. You can have both installed at the same time, as long as you have version 7.4.2 or newer. Not sure what specifically you're looking to automate, but this would probably be a good place to start.

Upvotes: 0

Vineet Puranik
Vineet Puranik

Reputation: 68

The account used to connect DocuSign to Salesforce is setup when you login via a docusign account after installing the app. Can you explain a bit more regarding the automation you are trying to invoke here ?

Upvotes: 1

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