Do you use Salesforce to track customer information and Docusign to generate agreements and/or send them for signature? Did you know that these two products can be integrated with a few simple steps? With the Docusign Apps Launcher package for Salesforce, you can streamline agreement preparation, collaboration, and signatures all while maintaining the benefits of storing agreements securely inside of Docusign. 

In this video, a Docusign Product Trainer will go over step-by-step how to connect your Docusign and Salesforce accounts so you can take full advantage of this integration.

Key Take-aways:

• Install the Docusign Apps Launcher package inside of Salesforce
• Connect your Salesforce and Docusign accounts

Get more related information by accessing the support content below:

• (Support Center) Docusign for Salesforce

• (DSU ) Docusign CLM Build Workflows

• (DSU ) Docusign CLM: Integrate Workflows with Salesforce

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