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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!
Solved
Directing emails into Salesforce
+2- Newcomer
- 2 replies
Best answer by Alejandro.Ramos
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!
+15- Community Moderator
- 2070 replies
- Answer
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!
+2- Newcomer
- 2 replies
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?
+2- Newcomer
- 2 replies
Please disregard my last comment. I saw a Docusign video on this topic. Thanks again!
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