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DocuSignとCongaの統合

Posted at

たまに見かけますね。この2つのアプリの連携

There was an issue processing the Composer request.

送信先に対するアクセス権が無かったみたい。

Self solved! I dug into the code last night and found out user didn’t have access to the Contacts that were listed as a signer. Once I shared the Account with her, this issue went away and she was able to send.

関連資料

  • URL の最初の 3 行が以下のような場合、それは非 OAuth ボタンであるため、変換する必要があります。
    https://composer.congamerge.com
    ?sessionId={!API.Session_ID}
    &serverUrl={!API.Partner_Server_URL_290}

  • URL の最初の行が以下のような場合、ボタンを変換する必要はありません。
    /apex/APXTConga4__Conga_Composer

パラメータ値: [Salesforce の連絡先、リード、またはユーザー ID]
パラメータの説明: DocuSign1ID は、配信される文書の受信者を設定します。

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