Question

我正在尝试将完整的DocuSign文档附加到启动该文档的联系人或客户记录中（在Notes或Notes＆Attachments中）。

我已经找到了有关attaching documents to an Opportunity以及附加到custom objects的说明。我已经完成了这些步骤，并尝试为联系和客户记录定制说明，但是没有成功。

请让我知道我可以采取的步骤来完成此操作。非常感谢！

Answer 1

如果您正在通过REST API与docusign通信，那么您应该收到base64响应。您会将响应正文传递到下面的“ execute”方法中，并将其插入到指定的联系人和相关客户中。导致这种情况的逻辑将需要查询特定的联系人和客户，但是此处的代码是从现有Salesforce ContentVersion中提取并从中创建新内容文档的示例。另外，您将需要解析传入的base64数据以确定文件信息（扩展名，标题），或者匹配响应主体中的扩展名。您的链接如下：

Salesforce Reference- ContentVersion

Salesforce Reference- EncodingUtil

Salesforce Reference- ContentDocumentLink

DocuSign API Docs- Envelopes

希望这会有所帮助！

public with sharing class uploadDocument {
//Build this to accept whatever you need to relate the document to
public Contact ourContact {get; set;}
//Init
public uploadDocument() {
    ourContact = [SELECT Id, Name, AccountId FROM Contact LIMIT 1];
}

public static void execute(String base64EncodedDocument){
    uploadDocument classObject = new uploadDocument();
    String extension;
    //Conditional logic will need to be added if you want to handle other file types
    if(base64EncodedDocument.contains('pdf')){
        extension = 'pdf';
    }
    //Prep the raw document for insert via the ContentVersion class
    Blob base64DecodedDocument = EncodingUtil.base64Decode(base64EncodedDocument);
    ContentVersion sfDocumentObject = new ContentVersion();
    sfDocumentObject.VersionData = base64DecodedDocument;
    sfDocumentObject.Title =  'Our Test Document';
    sfDocumentObject.FirstPublishLocationId = classObject.ourContact.Id;
    sfDocumentObject.PathOnClient = '//' + sfDocumentObject.Title + '.' + extension;
    insert sfDocumentObject;
    //Add additional references for the document
    List<additionalIdLink> additionalLinks = new List<additionalIdLink>();
    additionalIdLink accountLink = new additionalIdLink();
    accountLink.linkedId = classObject.ourContact.AccountId;
    accountLink.documentId = sfDocumentObject.Id;
    additionalLinks.add(accountLink);
    linkToAdditionalRecords(JSON.serialize(additionalLinks));
}
//Ignore, just for testing purposes
//I uploaded a document just to test it and everything worked just fine, preview includedS
private static String setupExample(){
    ContentVersion ourTestDocument = [SELECT Id, FileExtension, FileType, Title, VersionData, VersionNumber FROM ContentVersion WHERE Title =: 'Getting Started With Salesforce' ORDER BY VersionNumber DESC][0];
    String result = EncodingUtil.base64Encode(ourTestDocument.VersionData);
    return result;
}
//Ignore, just for testing purposes
public static void executeExample(){
    String base64DocumentReceived = setupExample();
    execute(base64DocumentReceived);
}
//Quick Access class to pass the previous values to the Future method
public class additionalIdLink{
    public String linkedId {get; set;}
    public String documentId {get; set;}
}
//Allows you to link to as many additional records as you need. I haven't run into any use cases where you will be adding over 200 links at a time, but it will throw a query exception if you attempt that
@future
public static void linkToAdditionalRecords(String jsonLinks){
    List<additionalIdLink> links = (List<additionalIdLink>)JSON.deserialize(jsonLinks, List<additionalIdLink>.class);
    List<ContentDocumentLink> result = new List<ContentDocumentLink>();
    for(additionalIdLink link : links){
        ContentDocumentLink accountLink = new ContentDocumentLink();
        String documentId = [SELECT Id, VersionNumber, ContentDocumentId FROM ContentVersion WHERE Id =: link.documentId LIMIT 1].ContentDocumentId;
        accountLink.ContentDocumentId = documentId;
        accountLink.LinkedEntityId = link.linkedId;
        accountLink.ShareType = 'V';
        accountLink.Visibility = 'AllUsers';
        result.add(accountLink);
    }
    if(result.size() > 0){
        insert result;
    }
}

}

将完整的DocuSign文档附加到Salesforce标准对象（无机会）

1 个答案: