Department of Disaster Assistance has started implementing a "Grants Management' project using public sector solutions tools. As part of the business process, the department staff has to send an agreement to the Grant Seeker on the funding amount and related conditions. The turnaround time from both parties in exchanging the documents with signatures takes longer than expected.
What is the best way to solve the problem using the available toolset with minimum/less coding?
To address the issue of lengthy turnaround times in document exchanges and signings in a grants management scenario with minimal coding, setting up the DocuSign integration for electronic signatures and using OmniScript to handle the signature process (Option C) is the best solution. The specific action within OmniScript to be used would be GenericDocuSign/ObtainEsignature. This action allows for sending documents that require signatures directly within the Salesforce environment using DocuSign, thereby significantly reducing the time and effort involved in manual processes.
Options A and B involve configuring the DocuSign managed package but suggest using standard DocuSign actions or Apex actions, which can be less integrated into user flows and might require more coding. Option D mentions using a 'sendEsignature' action, which is less accurate compared to the 'ObtainEsignature' action for this context, as it is crucial to capture signatures rather than just send them out.
These answers and explanations are aligned with best practices in leveraging Salesforce Public Sector Solutions and its integrations to enhance functionality and user experience.
Lauran
3 months agoCorrie
3 months agoHannah
2 months agoNaomi
2 months agoIluminada
2 months agoLayla
2 months agoBreana
2 months agoDenny
2 months agoOmer
2 months agoPercy
3 months ago