Ultimate Guide DocuSign + Salesforce: Initial Setup & Config - Send a Proposal from an Opportunity
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This is Part 1 of the DocuSign eSignature for Salesforce video series which will provide you with step-by-step instructions on how to configure your first template. We cover the following topics:
How to Setup a DocuSign Demo Account for Testing
How to Configure the Docusign for Salesforce eSignature package
Configure a Proposal Template
Use a Dynamic Email Subject line that shows the customer's Account name
Solution for Address, Currency and Date fields
How to add Opportunity Products to a template
How to setup 2 signers with routing
How to configure recipients using Opportunity Contact Roles and lookup fields
Create a Custom DocuSign Button - we will show you how to create your own button for any object
How to Configure the Page Layouts & Lightning Record Pages for DocuSign objects
How to Create DocuSign Status List Views for your users - we will show you our recommendations for providing your users with a way to view of the opportunities that are pending signatures
CHAPTERS:
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0:00 Intro
0:50 How to Setup a DocuSign Demo Account
3:08 How to Install DocuSign for Salesforce eSignature package
5:34 How to Relax IP Restrictions for DocuSign
7:10 Configure Proposal Template from Opportunity
10:22 How to Use Field Merges in Custom Email Subject line
11:00 How to Create Merge Fields
18:00 How to Place Fields on Template
23:45 Configure Options, Document Writeback & Field Updates
26:40 Configure Lightning Record Page for DocuSign Envelope Template
30:10 Add a 2nd Signer - Troubleshoot Recipient Save Issues
37:12 How to Test New DocuSign Configuration
39:25 How to Create a Custom DocuSign Button to Send Template
43:51 Solution for Address, Date & Currency Field Formats
50:56 Test Sending & Signing Proposal
51:50 Add DocuSign Status Related List to Opp Page
54:15 Update DocuSign Status Page & Create Lightning Record Page
56:20 Test Signing Experience
58:05 Add DocuSign Envelope Status Component to Opp Record Page
59:09 How to Void a DocuSign Document from Salesforce
1:00:43 How to Update Name of Document in DocuSign
1:01:35 How to Create DocuSign Status List View for Users
1:07:18 Add List Views to Home Page
1:08:34 Wrap-Up
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
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