Lightico for Salesforce supports the following invocable actions:
- Create a new session with an eSign template
- Create a new session with an ad hoc eSign
- Add an eSign template to a session
- Add an ad hoc eSign to a session
- Add a text message to a session
- Generate a document from a Lightico template
Note:
All actions are Global class.
Create a new session with an eSign template
Action Name: CreateSingleSession
Creates a new Lightico session that can include a preconfigured eSign document.
Input parameters
Input class name: CreateSingleSessionWrapper
| Parameter | Type | Description |
|---|---|---|
recordId |
string | ID # of Salesforce record from which the session is originating |
customerName |
string | Name of customer that is used in the session |
| Note: | You must include customerPhoneNumber and/or customerEmail. |
|
customerPhoneNumber |
string | Customer's phone number for sending the SMS session invitation |
customerEmail |
string | Customer's email address for sending the session invitation |
userName |
string | Lightico username of the agent associated with this session |
lookUpField |
string | Name of the field that links the session object with another object |
esignTemplateId |
string | Identifies the document template. This ID # is found at the top left when the document template is opened in the PDF editor. |
teamId |
integer | Identifies the team from which the session is running. This number appears in the Administration UI - log in to Lightico and go to Settings > Teams. |
chatActive |
boolean | true = customer chat enabled, false = customer chat disabled - customer cannot send text message to agent |
userId |
string | Identifies the Salesforce agent associated with this session |
sendNow |
boolean | true = send a session invitation to the client upon creation of the session, false = do not send invitation |
hubName |
string | Name of the Lightico document storage integration hub - the final document will be saved here |
Response
Response class name: CreateSingleSessionResponse
| Parameter | Type | Description |
|---|---|---|
sessionId |
string | Identifies a Lightico session |
customerURL |
string | Opens the customer collaboration UI |
Create a new session with an ad hoc eSign
Action name: CreateSessionWithEsign
- Creates a new session that can include an ad hoc eSign document.
- The parameters in this action use tags to postition signature, initials and signature date fields in the final PDF.
Input parameters
Input class name: CreateSessionWithEsignWrapper
| Parameter | Type | Description |
|---|---|---|
userName |
string | Lightico username of the agent associated with this session |
lookUpField |
string | Name of the field that links the session object with another object |
signatureTag |
string | Identifies the signature field position |
initialsTag |
string | Identifies the initials field position |
signatureDateTag |
string | Identifies the signature date field position |
fileName |
string | Name that you give to the eSign for this session. This is the name that will appear in the customer UI instead of the file name of the eSign. |
role |
string | Defines the role of the customer: signer = provides a signature, approver = approves by clicking a button |
recordId |
string | Identifies the record from which the session will originate. |
chatActive |
boolean | true = customer chat enabled, false = customer chat disabled - customer cannot send text message to agent |
customerName |
string | Name of customer that is used in the session |
sessionId |
string | Create an ID for this session instead of the default sessionId created by Lightico |
saveInAttachments |
boolean | Save assets from this session in a generic object called "Attachments" instead of saving the assets in the Lightico files object |
| Note: | You must include customerPhoneNumber and/or customerEmail. |
|
customerPhoneNumber |
string | Customer's phone number for sending the SMS session invitation |
customerEmail |
string | Customer's email address for sending the session invitation |
sendNow |
boolean | true = send a session invitation to the client upon creation of the session, false = do not send invitation |
documentId |
string | Identifies a Salesforce document that you are adding to the session |
hubName |
string, optonal | Name of the Lightico document storage integration hub - the final document will be saved here |
Response
Response class name: CreateSessionWithEsignResponse
| Parameter | Type | Description |
|---|---|---|
sessionId |
string | Identifies a Lightico session |
customerURL |
string | Opens the customer collaboration UI |
esignId |
string | Identifies a specific eSign document within a session |
runTime |
integer | Time in took for this action to be implemented in miliseconds |
Add an eSign template to a session
Action name: AddEsignToSession
Add a preconfigured eSign template to an existing session.
Input parameters
Input class name: AddEsignToSessionWrapper
| Parameter | Type | Description |
|---|---|---|
sessionId |
string | Identifies an existing session |
esignTemplateId |
string | Identifies the document template. This ID # is found at the top left when the document template is opened in the PDF editor. |
Response
Response class name: AddEsignToSessionResponse
| Parameter | Type | Description |
|---|---|---|
esignId |
string | Identifies a specific eSign document within a session |
statusCode |
integer | Response code, e.g. 200, 400 |
responseBody |
string | Response message, e.g. OK, Error |
Add an ad hoc esign to a session
Action name: AddEsign
- Add an ad hoc eSign to an existing session.
- The parameters in this action use tags to postition signature, initials and signature date fields in the final PDF.
Input parameters
Input class name: AddEsignWrapper
| Parameter | Type | Description |
|---|---|---|
documentId |
string | Identifies a Salesforce document that you are adding to the session |
sessionId |
string | Identifies an existing session |
signatureTag |
string | Identifies the signature field position |
initialsTag |
string | Identifies the initials field position |
signatureDateTag |
string | Identifies the signature date field position |
fileName |
string | Name that you give to the eSign for this session. This is the name that will appear in the customer UI instead of the file name of the eSign. |
role |
string | Defines the role of the customer: signer = provides a signature, approver = approves by clicking a button |
Response
Response class name: AddEsignResponse
| Parameter | Type | Description |
|---|---|---|
esignId |
string | Identifies a specific eSign document within a session |
Add a text message to a session
Action name: AddTextMessage
Send a text message to the customer UI in a session.
The text appears in the chat field of the collaboration UI.
Input parameters
Input class name: AddTextMessageWrapper
| Parameter | Type | Description |
|---|---|---|
sessionId |
string | Identifies the session to which you are adding this action |
textMessage |
string | Text of the message you are sending. Example: Do you need help reviewing the document? |
Response
Response class name: AddTextMessageResponse
Type: Boolean
Description: true= message sent, false= message was not sent
Generate a document from a Lightico template
Action Name: GenerateDocumentByTemplate
Generates a PDF document based on a Lightico template and attributes mapped to Salesforce.
Input parameters
Input class name: DocumentGenerationData
| Parameter | Type | Description |
|---|---|---|
| recordId | string | ID # of Salesforce record from which to draw the attributes. In addition, the generated PDF is saved in the Notes and Attachments section of the record. |
| templateId | string | Identifies the document template. This ID # is found at the top left when the document template is opened in the PDF editor. |
| hubName | string, optonal | Custom hub name for filtering events |
Response
Type: Boolean
Description: true= success, false= failure
Code example
Lightico_GlobalMethods lg = new Lightico_GlobalMethods();
Lightico_GlobalMethods.DocumentGenerationData data = new Lightico_GlobalMethods.DocumentGenerationData();
data.recordId = '0030b00002RounDAAR';
data.templateId = 'c8552241-f718-4ad7-8c58-e0b8323c35c3';
boolean res = lg.GenerateDocuemntByTemplate(data);
system.debug(res);