DocuSign Connect for Salesforce Guide3 DocuSign, Inc.With default installation of the QuickStart package you can associate the DocuSign Status objects with thestandard Salesforce Accounts, Opportunities, Cases, and Contracts. The rules for specifying which objectsa particular Envelope is associated with depend on which DocuSign client you are using to send theEnvelope – either DocuSign Professional Advanced Edition Desktop Client Application with IntegratedTemplate Matching and Intelligent Document Recognition (DSPAEDCAITMIDR) or the DocuSignProfessional Standard Edition Web Client also now with Integrated Template Matching and IntelligentDocument Recognition (DSPSEWCITMIDR) (also available for DSPAEDCAITMIDR users).
Salesforce Object Lookup
This section discusses the Salesforce object lookup for both the DocuSign Professional Standard EditionWeb Client and the DocuSign Professional Advanced Edition Desktop Client.
DocuSign Professional Standard Edition Web Client:
When a DocuSign Envelope is being prepared, the service will check to see if the user sending theEnvelope is configured for DocuSign Connect use. You can enable users in the DocuSign ConnectConfiguration screen, as shown below.
The Salesforce Username that is listed here determines the context for all Salesforceoperations – looking up users, accounts, opportunities, etc.If the current user is enabled, then a series of drop-down lists are displayed on the Envelope Documentwindow.These drop-down lists present the user with choices for Accounts, Opportunities, Contracts and Cases. Thedrop-down lists are initially empty and choices are added to the lists based on the Recipients added tothe Envelope.When a Recipient is added to an Envelope, several things occur. First, the service attempts to locate theRecipient in Salesforce. If the Recipient was selected from the Salesforce address book, the service