New Voice

Solved

Directing emails into Salesforce

3 replies
99 views
Translate All

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!

A

Alejandro.RamosAnswer

Docusign Employee

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!

A

Alejandro.Ramos

Answer

Docusign Employee

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!

Translate

JayZ

Author

New Voice

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?

Translate

JayZ

Author

New Voice

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

Translate

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.