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If you're building agent-driven workflows with Docusign and Salesforce, this is your starting point.
This guide brings together the most relevant developer resources to help you connect agreement data to Salesforce, power Agentforce agents with real-time agreement intelligence, and design end-to-end workflows using Docusign IAM.
👉 Have questions or want to share what you're building? Drop a comment below. We’d love to hear how you’re using Docusign and Agentforce together.
Start with the architecture
Unlocking Agreement Intelligence in Salesforce with Docusign IAM and AgentforceÂ
New to the Docusign + Agentforce integration? Start here for a clear overview of how everything fits together.
This post explains how Docusign IAM integrates with Salesforce and Agentforce, what an end-to-end agreement workflow looks like in practice, and how teams are using agreement data to drive faster, more informed decisions. Read this first to ground yourself in the system design before moving into implementation.
Developer blogs: Implementation patterns
How to call the Navigator API from Agentforce for smarter agreementsÂ
This is a core implementation pattern for Agentforce + IAM.
You’ll learn how to build a custom Agentforce action in Apex, call the Navigator API from within Salesforce, and enable agents to query agreement data in real time. This pattern is useful anytime you need to surface external agreement data inside Agentforce.
How to set up Salesforce authentication with JWT to access any Docusign APIÂ
Before building any integration, you need a reliable authentication setup.
This post walks through the JWT authentication flow used across Docusign APIs. It shows how to configure JWT for Salesforce-based integrations, how to reuse the pattern across Navigator and other APIs, and how to handle secure server-to-server authentication in production.
How to ground Agentforce with Docusign Navigator agreement data
This is a full reference implementation for syncing agreement data into Salesforce and making it usable by agents.
You’ll see how to call the Navigator API from Apex, map agreement data into structured Salesforce fields, keep that data fresh with a headless LWC, and use Prompt Templates to turn it into agent-driven insights. Each component is modular, so you can reuse the same pattern for other external data sources.
Product docs: Reference material
Docusign for Agentforce integrationÂ
This doc provides an overview of the core capabilities available inside Agentforce, including Gen & Send, Maestro workflows, and Navigator-powered insights. Use it to understand what’s available out of the box before building custom solutions.
Docusign for Developers: use casesÂ
This collection of use cases helps you explore common patterns for building with Docusign APIs. It’s useful for scoping new workflows or identifying the right approach for your integration.
Use Docusign Maestro with SalesforceÂ
This step-by-step guide walks through how to install and configure the Salesforce extension app for Maestro. Use it when you’re orchestrating workflows that span Docusign and Salesforce.