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neethujkp
Frequent Contributor
Frequent Contributor
May 5, 2025
Solved

Salesforce Connector IAM Enterprise Core

  • May 5, 2025
  • 3 replies
  • 217 views

Does IAM for Enterprise Core includes integration connector for Salesforce as part of plan?

Best answer by Michael.Rave

@neethujkp 

IAM Core plans (Standard / Pro / Enterprise) do not include the Salesforce connector.

IAM for Sales and IAM for CX plans include the Salesforce connector free of charge.

3 replies

Michael.Rave
Docusign Employee
Docusign Employee
May 5, 2025

@neethujkp 

IAM Core plans (Standard / Pro / Enterprise) do not include the Salesforce connector.

IAM for Sales and IAM for CX plans include the Salesforce connector free of charge.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Community Moderator
May 15, 2025

Hello ​@neethujkp,

I hope you are doing well. If you consider the response above useful, please click “Select as Best” to mark it as the “Best Answer ✅.” This will assist other users with similar questions in finding it more easily. Thank you!

 

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Conversation Starter
September 1, 2026

The key point here is that the Salesforce connector depends on the specific IAM plan. According to the accepted Docusign response, IAM Core Standard, Pro, and Enterprise plans do not include the Salesforce connector, while IAM for Sales and IAM for CX include it at no additional charge.

That’s an important distinction to check before designing the Salesforce integration around a particular subscription. I’d also confirm the exact connector capabilities available in the selected plan, especially if Salesforce is expected to drive customer or contract workflows.

In broader Salesforce integrations, the technical connection is only part of the equation. How customer information moves between systems and how easily teams can act on it can have a direct effect on the overall customer experience.

Related read: Customer Experience with Salesforce CTI Integration