How do i configure docusign for salesforce lightning


How do I access the DocuSign Account Configuration in Salesforce Lightning experience? If you have a version prior to 7.0: Click on the App Launcher. ​ Click on All Items. Click on DocuSign Account Configurations.

Part of a video titled DocuSign integration with Salesforce - YouTube


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How do I enable DocuSign in Salesforce?

From the DocuSign Admin tab in Salesforce:Log into your Salesforce account.Select the DocuSign Admin tab.Click the Users sub tab.Select the checkbox next to the appropriate user(s) Full Name.

How do I connect Salesforce to DocuSign?

From the apps drop-down list selects ‘DocuSign for Salesforce’. Then on Connect DocuSign to Salesforce Window. Enter the Username, password and environment of salesforce Org and click on connect. The DocuSign is connected to Salesforce Successfully.

How do I add a DocuSign button to Salesforce?

Add the button label and name. Click the Detail Page Button radio button. Select Execute JavaScript and OnClick JavaScript as the Behavior and Content Source respectively….Navigate to a Salesforce Object (i.e. Opportunity)Click Edit Layout.Select ‘Buttons’Drag and Drop the custom button.Click Save or Quick Save.

Can you use DocuSign in Salesforce?

DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous security certifications and standards to ensure your documents are safe and scalable.

How do I enable DocuSign?

In your zipForm Plus account, click the drop-down arrow by your name and select Profile. In the left pane, select Settings. Under E-Signature Options, select DocuSign and enter your DocuSign email address and password. Click Save.

How do you integrate with DocuSign?

Build a DocuSign integrationCreate a developer account. A free DocuSign developer account enables you to build your integration in an internal developer environment that’s isolated from production. … Add an app. Next, you add an app to your developer account. … Configure your app. … Develop your integration. … Go-live.

How do I create a DocuSign template in Salesforce?

0:163:09DocuSign Gen for Salesforce: Create a Gen Template – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click the salesforce apps launcher grid search for and click docusign apps launcher clickMoreAnd click the salesforce apps launcher grid search for and click docusign apps launcher click docusign gen templates to create a new gen template. Click new then fill in the required template.

How do I add a custom button in Salesforce lightning?

Add the custom action to page layout Go to Page Layout related list. Select the edit option. Select Salesforce1 and Lightning Experience Actions from the panel. Drag and drop your custom button to the Salesforce1 and Lightning Experience Actions section. Click Save.

How do I upgrade Salesforce DocuSign?

Log in to as a DocuSign Administrator. Select Settings > Connect. Select Salesforce from the configuration list. Navigate to Salesforce Account Settings and select Reconfigure Login.

Is DocuSign for Salesforce free?

Starting at $30 USD per user per month. For custom/enterprise solutions contact sales: 1-877-720-2040. Send, sign, track and save agreements in Salesforce with the most downloaded electronic signature app on the AppExchange.

What is DocuSign Gen for Salesforce?

Docusign Gen is a document generation tool that enables users to generate professional customized sales agreements and documents with just one click in Salesforce. Gen drives document customization by merging Salesforce data and leveraging business rules that reference Salesforce data.

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