• Tejkaran Singh

No Code Salesforce's Strategic Integration with DocuSign



Salesforce and DocuSign recently expanded its footprint of their worldwide strategic relationship to create integrated solutions that will help clients accelerate how agreements are facilitated around the world. With AI-based, smart solutions that improve the customer experience of creating, signing, and managing agreements, promote faster ROI, and increase communication among enterprises with Slack capability, new technologies would streamline the agreement workflow.


Why DocuSign?


DocuSign connects and automates the process of preparing, signing, acting on, and managing agreements for businesses. DocuSign eSignature, the world's #1 way to sign electronically on almost any device, from almost anywhere, at any time, is available as part of the DocuSign Agreement Cloud. DocuSign is a fast and secure way to sign papers and agreements online from almost anywhere in the globe using virtually any device. Using DocuSign is so simple that you'll adopt the paperless system for every documentation.


Why the Partnership?


In an all-digital, work-from-anywhere environment, businesses must maximize efficiency and cooperation. Salesforce and Slack help businesses create their digital headquarters by enhancing employee communication both inside and externally with customers and partners, regardless of where, when, or how they work.


Salesforce's new cooperation with DocuSign will make it easier to produce deals, bids, and invoices, track and enforce contract terms, and efficiently manage the full contract lifecycle management (CLM) process across the DocuSign, Salesforce, and Slack platforms. In Salesforce Customer 360, new applications will be invented collaboratively.


Customers can generate professional, customizable agreements from Salesforce with only a few clicks with DocuSign Gen for Salesforce CPQ Plus. Salesforce can manage and oversee processes, saving customers time, minimizing errors, and speeding up profitability. DocuSign Gen is now available for Salesforce CPQ Plus.


Agreement collaboration with DocuSign and Slack platforms: This connection intends to speed up the overall agreement collaboration process for clients by allowing them to collaborate immediately from Slack. Teams will be notified of agreement progress and action items via work during the reference period, allowing them to evaluate, update, track, and enforce commitments without ever leaving their digital headquarters. DocuSign for Slack eSignature is already available, and DocuSign CLM will be accessible in 2022.


Users will be able to automate Contract Management by tracking, enforcing, and changing critical contract conditions across departments using DocuSign CLM for Salesforce Field Service. Contractual terms and service level agreements (SLAs) can be mapped into Service Cloud contract objects using obligations and terms from DocuSign CLM contracts. This will allow for more autonomous computer service experiences, as well as more efficient service contract execution. In the year 2022, DocuSign CLM for Salesforce Field Service will be available.


Clients can close, bill, and recognize revenue faster with DocuSign Gen for Salesforce Billing, which uses scalable templates to create branded invoices that can be sent directly from Salesforce Billing. Customers can also plan batch invoice generation and delivery or create an invoice on demand, resulting in more timely payments and fewer customer support concerns. DocuSign Gen is now available for Salesforce Invoicing.


How To Integrate Salesforce with DocuSign?


Step 1: DocuSign integration in Salesforce


Download the DocuSign App from the Salesforce AppExchange and set up your account. Go to the DocuSign tab in your Salesforce account now:

  • Log in to Salesforce as an Administrator.

  • Click on it in the Salesforce App Launcher grid.

  • Select View All from the drop-down menu.

  • Locate and click the DocuSign eSignature tile.

  • Click the DocuSign Admin tab at the top of the page.

  • Navigate to the DocuSign tab and select it. Your associated DocuSign account displays in a new tab.

Step 2: Using OAuth, DocuSign integrates with Salesforce.


Click the Settings tab at the top of the DocuSign account page. Click the Connect option under the Integrations header in the left-hand navigation bar. Select "Add Configuration" from the drop-down menu. Select Salesforce from the dropdown option. The icon for Salesforce Connect will display.

  • The OAuth radio button should be selected.

  • Choose the OAuth Connect option from the drop-down menu.

  • Select a Salesforce SOAP Web Services API version from the dropdown menu.

  • Choose between Production, Test, and URL as your Salesforce environment.

  • This is where you should enter your OAuth access token.

  • Select the option to connect.

DocuSign and Salesforce have been successfully merged. 


In a Nutshell, integrating DocuSign with Salesforce is fairly simple and can be done seamlessly and this mighty integration offers a lot of value to businesses and organizations. Hence, If you are facing any troubles with the integration or would like to have a helping hand of experts, connect with us at Apphienz to make everyday tasks simple, easy, and efficient. We will assist you throughout the process.

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