CODEWITHSUNDEEP
salesforcedocusignapidocusignconnect
Yogesh Rawal
Yogesh Rawal

Reputation: 105

Docusign users activation issue in Salesforce

We have added new docusign users to salesforce portal and users have performed the activation from their end as well after clicking the link provided in activation email. But even after activation, it shows user status as "Pending" in salesforce and after that I went to docusign portal to verify user status and their its says user is "Active".

Can someone guide me on how to sync users between docusign and salesforce so that users can send the documents for signature?

Upvotes: 0

Views: 1287

Answers (1)

Matt King DS
Matt King DS

Reputation: 1370

It really depends on which version of the Salesforce package you're using. Users that have their individual logins access our system referencing their unique apiUserName. On the Salesforce side of things this is referred to as a DocuSign Username or a DsFsProUserName that is hidden by default. If you have an admin reveal this field on the User Settings page you can see which if any apiUserName is assigned to that individual.

If there isn't one, you'll want to copy the userId from the DocuSign side into the Salesforce field and save it.

If it's the wrong ID, you'll need to correct it.

If it's the correct ID I would recommend reaching out to customer support directly via support.docusign.com. Myself or someone from my team should be able to help you resolve this.

Regards,

Matt

Upvotes: 1

Related Questions