**Legacy** DocuSign eSignature for Salesforce - Connect failure - Required fields are missing


Issue

Error: (Appears in Connect log entry)

SalesForceIntegration failed, Salesforce User: , dsfs__DocuSign_Recipient_Status__c failed, message: Unable to insert into dsfs__DocuSign_Recipient_Status__c, additional info: Required fields are missing: [dsfs__Parent_Status_Record__c]

Cause

DocuSign Connect for Salesforce may not be configured correctly. If the Status Record object (dsfs__DocuSign_Recipient_Status__c) is firing before the primary Status object (dsfs__DocuSign_Status__c), it will not be able to properly link. This can result in status objects not being generated or populated correctly.

User-added image

Solution
Navigate to Go to Admin > Connect > Salesforce. Connect Objects will be listed and can be rearranged by dragging and dropping into the preferred location. Status object should be first, followed by Recipient Status object, then any custom objects.
Once the Connect objects have been correctly arranged, perform a test send or envelope publish and review the log.
This can also be caused by the dsfs__DocuSign_Status__c being configured incorrectly or missing information. 

To test if this is the cause:

  1. Deactivate the current dsfs__DocuSign_Status__c object and dsfs__DocuSign_Recipient_Status__c objects.

  2. Select New Object > DocuSign eSignature for Salesforce.

  3. Activate the new objects: Actions > Activate.

  4. If custom objects are being used, add the object to dsfs__DocuSign_Status__c.

  5. Retest.

Lastly, this can also be caused if the settings in the Recipient Status object and the DocuSign Status object do not match. Confirm that the enabled events and the On Complete Only settings match in both objects.