Using "Signing Groups" with Salesforce integration

Question

It doesn’t look like the “DocuSign eSignature for Salesforce” product supports creating/managing “Signing Groups”, am I right? (In that case, I’m going to have to use the APIs directly to build them, I guess.) Does it at least support selecting a (already created) signing group as a recipient of an envelope?

Peter Bender · Accepted Answer

I was able to run through a test in the app and confirmed that I can select pre-existing signing groups as recipients in that app’s UX.

I’d still like to hear from anyone that has samples/experience/advice for generating Signing Groups from Salesforce data, such as Contacts related to Opportunities.

Christopher.Alpizar · Answer

Hi@Peter Bender,I hope you are doing well.I would like to confirm if you need further assistance with this,feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

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