Docu sign integration with salesforce beginner learning series setting up docusign for salesforce
- 1. DocuSign Integration with Salesforce Beginner Learning Series II - Setting up DocuSign for Salesforce Divya. R, Software Engineer MST Solutions
- 2. Salesforce Admin Group, Trichy Kadhar Basha Salesforce Admin Group, Trichy Trailblazer Community Group Leader MST Solutions - Kadhar Basha J Sundaravel Salesforce Admin Group, Trichy Trailblazer Community Group Co-Leader MST Solutions
- 3. Salesforce Admin Group, Trichy Divya Ravichandran Salesforce Developer MST Solutions
- 4. Agenda Recap of series I DocuSign Admin settings in Salesforce Supported Objects Send with DocuSign Button Document and Recipient Selection Envelope Settings
- 5. Recap of previous series • What is Contract life cycle? • Legacy system of Agreement • Creating a demo account • General settings, DocuSign Connect, Users and Groups • Auditing and bulk actions
- 6. DocuSign Admin settings in Salesforce
- 7. DocuSign Admin settings in Salesforce
- 8. DocuSign Admin Tab • The DocuSign Admin tab is a Salesforce object that is added to your Salesforce organization during the DocuSign eSignature for Salesforce installation process. • The DocuSign Admin tab enables Salesforce administrators to manage their DocuSign eSignature for Salesforce settings directly from within Salesforce. DocuSign Admin Tab Visibility : • You should be a Salesforce administrator. • The DocuSign eSignature for Salesforce managed package (application) should be installed in your Salesforce organization.
- 9. Send with DocuSign button • The DocuSign eSignature for Salesforce package allows users to send envelopes for signature from Salesforce Classic and Lightning. • You can send a DocuSign envelope by clicking the Send with DocuSign button from any of the supported Salesforce objects. • This buttons can also be used to customize and automate the sending process. Note: • Currently, you cannot customize the Send with DocuSign button because Salesforce has chosen not to support JavaScript buttons
- 10. DocuSign Button
- 11. Supported Objects • Send with DocuSign button supports some of the standard objects and all custom objects. • Supported standard objects are Account, Contact, Case, Contracts, Opportunities and Lead. • If you are sending from the Cases, Contacts, Contracts, or Leads object, the person selected is automatically added as a recipient. • If you are sending from the Opportunities tab, the Contacts associated with the opportunity are automatically added as recipients. Note: Contracts object is only supported in salesforce classic view and not in Lightning view.
- 12. Document Selection • When sending from a Salesforce the documents contained in the Notes and Attachments section of your Salesforce record will be added to the envelope automatically. • When uploading several documents to one envelope, you can choose the order in which the documents will appear to your recipients.
- 13. Recipient Selection • When you select Send with DocuSign, you need to establish information on who the envelope will be sent to. • You can also add yourself or manually add a recipient that does not exist in Salesforce.
- 14. Envelope Settings • Set reminders to automatically remind recipients who have not yet signed the envelope. • Set a time for the envelope to expire so that the envelope is automatically avoided on a specific date. • With automatic reminders, you can define the rules to remind your recipients of their signing tasks. • You can also define rules to expire envelopes. • By default, envelopes expire 120 days after sending.