Plug & Play use cases

In this toolbox we provide you with flows, a document, code samples and a robust base for the Yousign API integration in Salesforce.

The goal of this page is to tell you what are those examples and where can they be found so you can customize them if needed.

Functionality	Description	Metadata Type	Metadata Name
Send signature request	You probably tried this one in the Try it yourself part of the guide. It allows you to send a signature request to yourself.	Flow	In t Send Signature Request
Document template	A Visualforce page giving an example of how Smart Anchors work.	Visualforce Page	YS_FakeDocumentEn
Visualforce to PDF	An apex class invokable from flows that allows you to transform a Visualforce Page to a PDF document.	Apex Class	YS_INVOCABLE_VisualForceToPDF
Download signed document	A call to action button that allows you to retrieve a signed document from Yousign.	Flow	In t Download Signed Document
Send a manual reminder	Send a manual reminder to the current Signer.	Flow	In t Send Manual Reminder
Manage Yousign notifications	Yousign notifies Salesforce via webhooks when something happens on Yousign side. We then update records in Salesforce (or create tasks to inform that user consulted the document).	Flow	In t Event Management
OAS integration	We integrated the Yousign API OAS (specifications and structures of all API endpoints). This makes it really easy to call them with REST call actions in flows (see flows above for more details).	External Service	YS

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This list is not exhaustive
To have a more complete overview of the technical functionalities and inner gears, please consult the technical documentation.

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OAS Version
The OAS used in the toolbox is the latest available on May 2024. There might be a more recent one available with a more features but you can keep using the given one with no trouble. Update it at your own discretion.