DocuSign Cloudstock Session 2 - No Code
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The document outlines the integration of DocuSign with Salesforce, detailing the benefits, setup processes, and various modes of integration. It emphasizes the efficiency gains and visibility provided by cloud solutions over traditional processing methods. Additionally, it highlights training resources, lessons learned, and promotional opportunities for resellers in the DocuSign ecosystem.
DocuSign Cloudstock Session 2 - No Code
- 2. Agenda- The DocuSign Process- Delivering Business Results- DocuSign Company- DocuSign for Salesforce- Current document completion process- The Cloud Universe - Different ways to integrate DocuSign with Salesforce.com- First Mode - Connect- Second Mode - Embedd- Getting DocuSign AppExchange package- Setting up a DocuSign account- Setting up data feeds.- Adding DocuSign buttons- Sending with DocuSign for Salesforce- Lessons Learned- Complete Path to Success- Sales Channel and Promotion- Q&A
- 3. 321Fast. Simple.Complete. The Leader.
- 4. Delivering Business ResultsEnterprise Class e-Signature PlatformDocument MgtDocument ProcessingCollaborationWorkflowBusiness ValueAccelerate Business Drive Efficiency Gain Insight &Visibility“DocuSign makes us heroes to our Customers”Perry BakkeManager, International Contracts | Cisco Communications, Inc
- 5. DocuSign TodayGrowing at 100%+
- 6. Over 8M active signers
- 9. Award Winning TechnologyThe World is DocuSigningFortune 500Foreign Owned Customers that Selected and use DocuSign TodayOther Notable Companies that Selected and use DocuSign Today
- 10. Current document Completion ProcessCloud: Universal access
- 12. Excellent visibilityHow do you get these steps done??Ground: Slow processing
- 13. No visibility
- 14. No controlCloud to Cloud ComputingSalesforce/DocuSign
- 15. Cloud Universe (partial)Software as a ServiceMiddleware as a ServicePlatform as a Service
- 16. Different ways to integrate DocuSign with Salesforce.com
- 17. First Mode - ConnectSend to DocuSign with 1 ClickAutomatically get status and data back.
- 18. Second Mode - Embed
- 20. DocuSign Account Set UpCreating a new DocuSign AccountYou have a DocuSign Account
- 21. Connecting DocuSign with Salesforce
- 22. What to look for when DSfSF appears broken and Mapping of DataDocuSign default objectsCustom Object
- 24. DocuSign StatusDocuSign Status TabRelated Lists
- 25. Managing UsersEnabling Users to ‘Send with DocuSign’Disabling Users from using DocuSign for Salesforce
- 26. Sending with DocuSign for Salesforce
- 27. User Can Also Access DocuSign Directly with the Password they created
- 28. Lessons LearnedMinimize Freeform Text EntryTest large datasetsSupport all the objects in Force.comSupport as many of CRUD options as you can DocuSign supportsCreateUpdateRead
- 29. Complete Path to SuccessFree Sandbox AccountSDKSample CodeCertification process & Testing supportForumsWebinarsProfessional ServicesOver 350 IntegrationsDesign, Architecture and Implementationwww.docusign.com/dev center
- 30. Sales Channel and PromotionExtend beyond your Appexchange Listing with DocuSign Marketplace
- 31. Audience of 40,000 DocuSign Paid accounts and > 8 million signers
- 33. Partner DocuSign Account Mgr/Sales training
- 34. Partner Events
- 35. Finder’s fee…15% of first year subscription for all referrals www.docusign.com/marketplace
- 36. Questions?Force.comZone (Tomorrow)CloudstockKiosk #2 (next to your Java fix)Questions about our APIMeet DocuSign Technical Evangelists:Mike BorozdinJulia FerraioliCraig SmithVeronica LentferGet Started at www.docusign.com/devcenterDemo Pod #24Product DemosSandbox SignupsT-ShirtsIntegrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pmAPI Basics to DocuSign-enable your App in 45 minutes 11:30amLessons Learned building the first Cloud-based e-Signature Company 2:30pm
Editor's Notes
- #9: Today, most of you use Salesforce to accelerate your business. But what about CLOSING the transaction?