AssureSign: Salesforce Lightning Webhook vs DocumentTRAK

  • 11 January 2022
  • 0 replies
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Issue

I'm trying to set up my Salesforce Lightning to get my document back into Salesforce.  I'm setting up a DocumentTrak, but it's not working.

Resolution

There's a configuration method for Legacy Salesforce AssureSign, which does need both a Webhook and a DocumentTRAK set up.  For Legacy only, the Webhook will update Salesforce with the status of the document as it's being signed, while the DocumentTRAK will send the final document itself.

 

With Lightning Salesforce AssureSign, the Webhook does it all and is the only thing needed to be configured.  Once the Webhook is configured, it will send along both the document status updates as well as sending the final signed document back to Salesforce.


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