How to connect multiple DocuSign Accounts within one company to the same Salesforce environment?

Question

We licensed DocuSign Gen and installed the Apps Launcher for Salesforce. We are following the Administration Guide to connect the Salesforce Production Account with DocuSign. When setting up the connection, we are presented a list with different DocuSign "Accounts" (we use one per legal subsidiary) and have to pick one. However, the users who will be using DocuSign with Salesforce are coming from various different subsidiaries and I can't seem to find further information on how we would achieve the connection from one Salesforce org to one DocuSign Company account with many "sub accounts" or Accounts. Can anyone help here on this community? Thank you!

Benjamin

icon

Best answer by Community Expert 5 April 2023, 17:44

View Original

Community Expert · Accepted Answer

Hello,Thank you for reaching out here in the DocuSign Community.Usually, what is done is that the companies create a subaccount and add the users that need to use Salesforce and have that account connected to Salesforce. Sadly, at the moment the connection between several accounts and one Salesforce account is not available, however, any feedback that can improve our users’ experience is always more than welcome.We’ll provide it to the Product team that is closely aligned with the area associated with the feedback. They will review it and determine the next steps.In the near future, we will have a Community section that is dedicated to customer suggestions/feedback. You all will have the ability to upvote on what’s important and needed.If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen in order to submit your idea.Let us know if you need further assistance with this.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Community Member · Answer

Hi​,thank you very much for your reply!We are a little bit shocked and also confused. Maybe we do not understand the concept correctly.Let's assume there is a dozen of Docusign "sub-accounts" (not sure if I pick the correct naming) in one company account. One sub-account for each international subsidiary. This is because each subsidiary has different legal footers and different users would be entitled to "sign" for different legal companies, and so on. However, there is only one Salesforce instance/org, which also makes absolute sense and seems obvious and common for one company. In Salesforce, subsidiary access could be managed by the Salesforce access, sharing and role model.I am trying to understand how a large company would use a Salesforce - DocuSign integration with DocuSign Gen in this setup?How would it be possible for any user in any sub account to generate documents with DocuSign Gen for Salesforce?This seems to be a very common scenario for any large, internationally operating company.Maybe we are just missing some pieces in the puzzle. Do you happen to have any further hint for us?Thank you!Benjamin

How to connect multiple DocuSign Accounts within one company to the same Salesforce environment?

4 replies

Reply

Reply

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.

Scanning file for viruses.

This file cannot be downloaded