Manually Adding Trusted Remote Sites to Salesforce
If you are encountering permission issues when trying login to DocuSign for Salesforce or getting permission issues when trying to send envelopes despite all of the correct permissions being assigned to the DocuSign System Sender; you may need to add or update your Trusted Remote Sites in Salesforce.
Follow these steps:
- In Salesforce, Setup | Security Controls select Remote Site Settings.
- In the All Remote Sites list, you will need to manually add the site by clicking on the New Remote Site button at the top of the site list. (Skip to step 7 if you already have at least one DocuSign Remote Site)
- From the Remote Site Edit Page fill in the Remote Site Name field with the name of the server you are adding. (e.g. NA1, NA2)
- In the Remote Site URL field fill in the full URL for the server that you are adding.
- https://na3.docusign.net/ (needs to be manually added in DocuSign for Salesforce versions prior to 6.4.6 )
- https://au.docusign.net/ (needs to be manually added in all DocuSign for Salesforce versions)
- https://ca.docusign.net/ (needs to be manually added in all DocuSign for Salesforce versions)
- Do not click the Disable Protocol Security checkbox and the description is optional.
- Click Save.
- If you already have at least one DocuSign Remote Site, you can easily clone and modify it by clicking on the Remote Site Name and then clicking on the clone button at the top and update the Name and URL with the relevant information outlined above.
- Additionally, it is a good idea to add the following remote sites. These are for certain API writeback events. (xxxx = your Salesforce instance, look in your URL on the current page for this)
- Name: DocuSignSFDCSoapApi / URL: https://xxxx.salesforce.com
- Name: DocuSignDlrsMdapi / URL: https://dsfs.xxxx.visual.force.com