URGENT: Get Completed Document Inside Case of Salesforce

Hi Sam,

Thanks for your post!

Is this function "place a completed OneSpan Doc as an attachment of a case inside Salesforce" outside the salesforce (any developing language + SFDC REST/SOAP API), or inside the salesforce (using APEX)? You mentioned it's an one-time process, does that mean they will download signed transactions for a given time range, and upload them to SFDC cases in bulk (instead of using callback listener to monitor status change)?

For the upload attachment to SFDC case part, I did some research and there are few SFDC APIs can serve the purpose, see below Postman screenshot for one of the options:

Duo

Hi Duo;

It would be done from outside Salesforce.

Sorry Duo;

Here is a more complete answer. They are planning to send 3000 documents (called Declarations) via Bulk Send. The previous Declaration that is found inside of Salesforce had issues that caused them to have to resend them all and it would be too hard to send them out one at a time.

Hey Duo; 

Checking in on this. Looking for a chunk of code or more guidance.

Hi Sam,

Do you have the chance to try the SFDC REST API I shared above (in Postman screenshot)? That API should be able to help you upload an attachment to a case.

If the client decides to use bulk send, make sure there's a way to link the SFDC related information (e.g. case number) to the package, so that they know where to store the signed documents back. One of the options is to pass the value through a field via the bulk send csv.

Duo

Sorry I missed that. I forwarded it to Mark.

Hi Duo;

Mark is looking for some sample code - The code is specific to connecting to Salesforce and updating case information with completed OneSpan pdf document. He  knows how to retrieve PDF, he is just not sure how to do the same with case. He was told that the case id number is same as the last signer’s email address.