Source Repository Configuration (Salesforce) - DocuSign eSign Request

Specifies the original, or source, location for your files on Salesforce in the DocuSign eSign Request activity.

Screen



How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature tab.
      2. On the Digital Signature tab, drag the DocuSign eSign Request activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Source Repository screen, click Salesforce .
  4. Click Source Detail Configuration .

Fields

Field Name Definition

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token

Opens this Screen:
New Salesforce Access Token
Function of this Screen:
Configures a new access token for Salesforce.

File Path

Function:
Specifies the path of the file.
Accepted Values:
  • Choose File Path - Specifies an absolute path for the file.
  • Dynamic File Path - Specifies a process data variable that stores the path for the file.
Default Value:
Dynamic File Path
Accepts Process Data Variables:
Yes