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Set Up Send on Behalf of Another User (Managed Package)
For the managed package runtime, to send or sign DocuSign on behalf of another user, create a Send On Behalf field in the User object and assign the Send on Behalf named credential from that field in the user’s page. If you want multiple users to send or sign on behalf of another user, assign the named credential to each user. When you log in, Salesforce checks whether a Send On Behalf setup exists. If it doesn’t, Salesforce sends or signs DocuSign using the default admin user.
Before you begin:
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Link Your Salesforce Org to Your DocuSign Account (Managed Package)
- From the object management settings for users, go to Fields & Relationships.
- Click New.
- Enter a Field Name of DocuSignNamedCredential.
- Enter a Field Label, for example DocuSign Named Credential.
- Enter 255 as the Length, and click Next.
- Save your changes.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Click Edit for your DocuSign user.
- Under Additional Information, click DocuSign Named Credential, enter the name of the Send On Behalf user named credential that you created, and then save your changes.
- Repeat steps 7–9 for each user that you want to set up to send emails or signatures as the Send On Behalf user.
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