Docusign
Salesforce integration.

• Send from Salesforce: create and send agreements for signature from Salesforce records.
• Pre-fill and write back: Docusign says the app reads and writes data between Salesforce objects and agreement data.
• Track status from the opportunity or account.
• Store signed agreements on the original record.
• Automate: Docusign lists reusable envelope configurations, invocable actions for process automation and an Apex Toolkit for developers.
• Across clouds: Docusign names Sales Cloud, Service Cloud, Revenue Cloud and Experience Cloud.

Our Salesforce integration services cover setup and migration from the legacy app. To create the documents themselves from Salesforce data before they go out for signature, see Salesforce Document Generation. See Salesforce integrations for other document tools.

Docusign's support guides set out the install and configuration in this order. Install version 7.5.1 or later; to test in a sandbox first, Docusign suggests a free Docusign developer account.

1. Find the package. Log in to Salesforce as an administrator, open the App Launcher, click View All, then the AppExchange button, and search for Docusign eSignature for Salesforce. Docusign says not to pick the Essentials or CPQ options.
2. Authenticate to AppExchange. Click Get It Now and log in with production administrator credentials. Docusign says these are needed even when you install into a sandbox.
3. Install for all users. Agree to the terms, choose Install for All Users, and grant access to the listed third-party websites. Docusign notes that choosing Admins Only or Specific Profiles may mean reinstalling later. You receive an email when the install completes.
4. Connect your Docusign account. Open the Docusign Admin tab in Salesforce, log in with your Docusign email and password, choose the Docusign environment and, if you have several, the account to link.
5. Connect Salesforce. Enter Salesforce administrator credentials, choose the Salesforce environment, and agree to add Docusign as a trusted network. If Salesforce returns a trusted-network error, follow Docusign's procedure for orgs without the Metadata API.
6. Configure templates, buttons and settings. On the eSignature page of Docusign Setup, build envelope templates, add a Send with Docusign button to your Salesforce layouts, and set options such as Enable Built-in eSignature and a system sender.

If your organization makes single sign-on mandatory, Docusign says to work with your SSO administrator first: the connecting user needs a logon policy of Identity Provider or username and password.

Both create documents from Salesforce data before they go out for signature. They come from different vendors and are bought differently.

Docusign Gen suits teams that already run Docusign eSignature and want generation in the same vendor. See Techila Salesforce Document Generation for approval and delivery workflows built around your own templates.

1. Which objects send agreements: opportunities, accounts, quotes or cases.
2. Which Salesforce fields fill each template, and which fields signed data writes back to.
3. Who signs, in what order, and what happens in Salesforce when an envelope completes.
4. Whether you still run the legacy app, and when you will move to the current package.

To scope it, book a discovery call.