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In our recent Ask the Expert live session on Docusign’s Salesforce integration, we sat down with Docusign’s Salesforce experts to tackle your biggest questions on making the Docusign-Salesforce integration work like a charm
Here’s a recap of what was covered:
1️⃣ Automated notifications & CCs for your ream
Need everyone in the loop on signed docs for things like scheduling or billing? You’ve got options: Docusign templates let you add CC roles, or you can set up Salesforce email triggers/flows for auto-notifications without touching Docusign again. Easy wins.
2️⃣ Customizing send options in Salesforce
The panel showed off three envelope-sending styles for max flexibility:
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Standard send: Add recipients and fields as you go.
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Quick send: Minimal interaction—just add recipients.
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Send now: Single-click sending via pre-configured templates. Pick what suits your team’s workflow best.
3️⃣ Sending envelopes from a system email address
We get it—a lot of you want to send from an org-wide address. Right now, you can only do that with the Apex Toolkit or within Experience Cloud templates. But a “custody transfer” trick lets you switch envelopes to a generic sender, making it look like it came from a system account.
Additional resources
Got more questions? Docusign’s support team and the Community discussion forums are here to help. During the session, we shared links to must-know resources, including:
Got questions about what was covered? Drop the below 👇
