使用 Docusign 發送 Salesforce 附件

Question

我正在嘗試在 Salesforce（頂點代碼）中使用 DocuSign API 來發送包含文檔的信封。

使用在我的 DocuSign 沙箱中設置的 templateid 時它正在工作，但我想使用與記錄相關的 Salesforce 附件，但我收到了一個例外

dfsle.DocuSignException: Unable to read content for documents: Disti1234B.pdf (001f400000za2c9AAA).

知道為什么我會得到它嗎？ 請注意，我嘗試在 SF 中同時使用附件和文件，但在兩者中都出現了相同的錯誤。

Trace:
FATAL_ERROR Class.dfsle.EnvelopeAPI: line 1027, column 1

Class.dfsle.EnvelopeAPI.APIEnvelope.<init>: line 1065, column 1

Class.dfsle.EnvelopeAPI.createEnvelope: line 1155, column 1

Class.dfsle.EnvelopeAPI.createEnvelope: line 1144, column 1

Class.dfsle.EnvelopeService.sendEnvelope: line 641, column 1

Class.dfsle.EnvelopeService.sendEnvelope: line 607, column 1

代碼腳本：

Id accountId = '001f400000za2c9'; // The ID of the initiating Salesforce object.

// Create an empty envelope.
dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(accountId));

//we will use a Salesforce contact record as a Recipient here
Contact myContact = [SELECT Id, Name, Email FROM Contact where Id = '003f400001Gk49f'];

//use the Recipient.fromSource method to create the Recipient
dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(
    myContact.Name, // Recipient name
    myContact.Email, // Recipient email
    null, //Optional phone number
    'Signer 1', //Role Name. Specify the exact role name from template
    new dfsle.Entity(myContact.Id)); //source object for the Recipient

//add Recipient to the Envelope
myEnvelope = myEnvelope.withRecipients(new List<dfsle.Recipient> { myRecipient });

/*WITH TEMPLATE ID IT IS WORKING FINE
//myTemplateId contains the DocuSign Id of the DocuSign Template
dfsle.UUID myTemplateId = dfsle.UUID.parse('f4252788-0799-4786-bac4-7c6a3f1d37a8');

//create a new document for the Envelope
dfsle.Document myDocument = dfsle.Document.fromTemplate(
    myTemplateId, // templateId in dfsle.UUID format
    'myTemplate'); // name of the template
*/

Attachment att = [SELECT Id, Name, Body, ContentType,LastModifiedDate,BodyLength FROM Attachment WHERE Id = '00Pf400000KPKBh'];
dfsle.Document myDocument = new dfsle.Document(att.Id, 'File', 1, att.Name, 'pdf', att.BodyLength, att.LastModifiedDate, accountId);

//add document to the Envelope
myEnvelope = myEnvelope.withDocuments(new List<dfsle.Document> { myDocument });

myEnvelope = dfsle.EnvelopeService.sendEnvelope(myEnvelope, true);

Answer 1

仍然不確定為什么會發生這種情況，但我能夠通過使用以下方法使其工作：

list<dfsle.Document> l_doc = dfsle.DocumentService.getDocuments(ContentVersion.getSObjectType(), new set<Id>{'068f400000EFNuaAAH'});

請注意，根據 docusign 文檔，它僅適用於文檔（Salesforce 中的文件），不適用於 Salesforce 附件