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