Jobs & synchronization
TrueSign processes in the background anything that exceeds a single Salesforce transaction: bulk sends, webhook processing, purges. Every asynchronous operation is traced — nothing fails silently.
The job journal
The TrueSign Logs tab exposes the Jobs view: each job with its status (Running / Done / Error), start and end dates, number of records processed, error count and detailed error message.
Click a job for details — the first reflex when a bulk send looks incomplete.
What runs asynchronously
| Processing | Trigger | Specifics |
|---|---|---|
| Bulk send | User Bulk Send | Batches of 5 records max per transaction (governor limit: 5 outbound calls); Yousign creation + PDF upload + signers + activation per envelope |
| Webhook processing | Yousign notification | Status updates, signed PDF retrieval, writeback |
| Log purge | Daily batch | Per the configured retention |
The 5 maintenance jobs
They are scheduled automatically when the package is installed — the "zero config" promise:
| Job | Time | Role |
|---|---|---|
| Status Sync | 02:00 | Catch-up resynchronization of statuses |
| Approval Reminders | 02:30 | Reminders and escalations of the approval workflow |
| weSign Lifecycle | 02:45 | Reminders, expirations and alerts for weSign envelopes |
| Log Cleanup | 03:00 | Log purge per retention |
| Job Cleanup | 03:15 | Purge of archived job records |
The health card on the Setup screen shows "Maintenance jobs: N/5 scheduled"; if any are missing (job deleted by mistake, org migration), the Schedule now button re-arms them — the operation is idempotent.
Status synchronization
Two complementary mechanisms:
- Webhook (real time) — Yousign notifies Salesforce on every event; the nominal mode, configured at setup.
- Manual refresh — the Refresh button on a request queries Yousign on demand; it catches up any missed notification (statuses and signed document).
Retention
Completed jobs are archived after 90 days; failed jobs are kept 365 days for analysis.
- Open the Jobs view → find the bulk's job (status, errors).
- Non-zero error count? The message details the cause per record (e.g. email outside the Yousign organization in sandbox).
- Cross-check with the API call logs for the request/response detail.