A new Salesforce strategy is to extend working with DocuSign along with lightning and Apex. Better Salesforce development which can enhance business can be done using DocuSign. Let’s look at the features:

Ensure Sales Contracts Get Executed with Lightning Speed

We, at Matrix Marketers, are working hard to ensure that DocuSign for Salesforce (DFS) is up to speed with the latest and greatest Salesforce technology. The new code development and Lightning-ready product on the AppExchange bring eSignature solution to the next generation of cloud computing. DocuSign for Salesforce lets you harness the power of machine learning to get agreements done faster than ever. It has intelligent template recognition, which will automatically fill in your most used documents, and two-way data flow which reduces errors and eliminates data entry. It will automatically update Salesforce with the latest customer information, so your sales teams’ records are always up-to-date.

Easily Extend Your Solution with These Code “Recipes”

For years, many Salesforce (SFDC) developers have integrated DocuSign APIs into their Salesforce applications. To use any of these recipes, first get DocuSign for Salesforce.

Start with this recipe if you want to integrate SFDC and DocuSign. SFDC Hello World shows how to send a DocuSign request from an Apex controller class. This recipe includes instructions for adding the DocuSign Signature SOAP WSDL file to your Salesforce org.

Signing Requests

The SFDC Signing Requests recipe is Lightning-ready. Which shows the method to set up a “Signing Request” custom object. This object will include the related Lightning components. Employees with DocuSign accounts create signing requests. Anyone on your Partner or regular community portal can then sign the documents using embedded signing. The Salesforce partners need not sign with DocuSign separately.

This screenshot of Salesforce with DocuSign Auto-Provisioning showing contact (with an associated Partner User) that were both automatically provisioned by using the recipe.

Auto-Provisioning

New Salesforce apps can add objects for the new customers by their own, a Salesforce developer doesn’t to do it manually with the use of DocuSign. Auto-provisioning is used to add a new partner to your portal after the partner has signed an agreement. The DocuSign Power form is used to enable a new partner to initiate and sign a partner agreement with your company. Next, your employee counter-signs the agreement and decides which account record should be used for the new partner. Then the POC app automatically creates the new contact and user objects for the new partner and sends a welcome email message. You’ll be a hero!

Embedded Sending

Salesforce sends the envelope with the help of embedded sending demonstrates the power of uploading documents using DocuSign. Apex “outcalls” to services such as DocuSign have limited maximum body sizes. Embedded sending can be used for large documents as they are uploaded directly to DocuSign, bypassing Salesforce file size limitations.

Embedded signing can be used on Salesforce. With these signers don’t need to click on an email link, they sign directly with Salesforce. Which is a benefit to the custom employee apps built on before on Force.com? Also, great for signing from within your company’s Salesforce communities for partner, customers, suppliers, or employees.

Merge Fields

Besides the obvious benefit of automatically populating data onto forms, DocuSign allows to merge fields:

Saves time: Users no longer have to go through the painstaking task of manually entering information onto documents prior to sending

Error Removal: documents, avdocumentsThe manual feeding documents, only the text written in Salesforce is accepted.

Real-time updates: Merge fields can be configured with a simple checkbox to allow for data to flow both ways – meaning data can appear on documents automatically. When a recipient fills out form fields, that data is automatically pushed to the corresponding fields in Salesforce.

Conclusion

DocuSign allows to use additional formatting, control and management tools which allows Salesforce developers to work easily. The DocuSign can help in developing a fast system with Salesforce which will help in business processing. For implement such solutions, hire our Skilled Salesforce developers.