Plug & Play use cases

Description of the covered use cases by the Salesforce toolbox.

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.