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JayZ
New Voice
New Voice
November 14, 2024
Solved

Directing emails into Salesforce

  • November 14, 2024
  • 3 replies
  • 90 views

Newbie here,

 

What course should I take to learn how to direct documents that come back to us through Salesforce instead of going to email? Sorry, I’m not familiar with the lingo. Thanks!

Best answer by Alejandro.Ramos

Hi ​@JayZ,

 

Thank you for reaching out to the Docusign Community.  

I have listed the Docusign for Salesforce Admin guides I believe will be most helpful to you, here:

Docusign eSignature for Salesforce Administrator Overview

Docusign for Salesforce: Administration
Docusign for Salesforce: Automate Workflows with Templates
Get Started with Docusign Gen for Salesforce

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

3 replies

Docusign Employee
November 16, 2024

Hi ​@JayZ,

 

Thank you for reaching out to the Docusign Community.  

I have listed the Docusign for Salesforce Admin guides I believe will be most helpful to you, here:

Docusign eSignature for Salesforce Administrator Overview

Docusign for Salesforce: Administration
Docusign for Salesforce: Automate Workflows with Templates
Get Started with Docusign Gen for Salesforce

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

JayZ
New Voice
JayZNew VoiceAuthor
New Voice
November 17, 2024

Thanks for the insight! Is it possible to connect a DocuSign Demo org to a Salesforce personal dev org? I went to the Salesforce AppExchange to install DocuSign but I’m not sure if I need to select the “Get it now“ or “Try it free” button since I’m just learning it or is there another option I should choose?

JayZ
New Voice
JayZNew VoiceAuthor
New Voice
November 18, 2024

Please disregard my last comment. I saw a Docusign video on this topic. Thanks again!