Salesforce CRM is one of the most valuable tools and integrating it with DocuSign is an important move toward enhancing document productivity. Integrating the two platforms can enable flow and streamline of document-related work specifically e-signature right from the CRM. Thus, it makes teams more organized in handling various documents such as contracts and proposals among others by minimizing physical errors and the time taken.
Here, we will show you what exactly needs to be done to integrate DocuSign with Salesforce to ensure that your organization gets the maximum benefit of using both systems.
Why should I do DocuSign Salesforce integration?
Before diving into the steps, let’s quickly touch on why this integration is worth your time:
- Efficiency Gains: Capture, view, and track document signatures fully within Salesforce.
- Improved Security and Compliance: Thus, DocuSign is a secure environment for document workflow, as well as ensuring the protection of the corresponding information.
- Enhanced User Experience: Using a signing process with clients results in much faster turnaround of a deal and increased satisfaction on the part of the client.
Step 1: This is important and makes sense that I should Prepare Your Salesforce and DocuSign Accounts.
To start, ensure you have the necessary accounts:
- Salesforce CRM: Ensure that when using the above commands, you have admin login credentials into your Salesforce environment. Currently, there is only authorized installation and configuration of integrations by admins.
- DocuSign Account: It is required to have a DocuSign account to access API. This will be required to hook it up to the Salesforce application so as to unlock the power of the e-signature.
Step 2: Go on the AppExchange, search for DocuSign for Salesforce, and click install
- Locate the App: This application is called the DocuSign eSignature for Salesforce Go to the Salesforce AppExchange and search for the app.
- Begin Installation: Select “Get It Now” and click on the environment or install type you wish to install it on either Sandbox or Production then follow the installation process.
- Select Permissions: Decide whom to allow – either Admins Only or All Users, according to the needs of your business.
- Confirm Installation: Upon its completion, your new App, namely, DocuSign should appear in the App Launcher list in Salesforce.
Step 3: Customizing the DocuSign in Salesforce
- Access DocuSign Admin Settings: Navigate through the DocuSign Admin section in the popular Salesforce item. Here you define preferences and association of DocuSign Ing with Salesforce Objects.
- Connect DocuSign to Salesforce: Look at the top right keys of the screen and tap on the ‘Connect’ key and log in with your DocuSign details. This will authenticate DocuSign within Salesforce environment This will authenticate DocuSign within Salesforce.
- Select Relevant Salesforce Objects: Select the picklist values of Sales Force objects that you want to link to DocuSign (For example, Account, Contact, Opportunity). This will enable your team to commence signing of the documents from these objects.
Step 4: Set Up Templates: DocuSign on Salesforce Pages
- Open Object Manager in Salesforce: Select the option Setup > Object Manager and then select then select the object that you would wish to customize (such as the ‘Opportunity’).
- Customize Page Layout: Content adapts and rearranges the layout of the page then adds new components to the page such as ‘DocuSign Status’ and ‘DocuSign Envelope’.
- Save Layout Changes: Don’t forget to apply your changes and link the new layout to users who should be using it.
This setup makes it easy for them to send documents to everyone within the team for signing through the specific object pages of Salesforce.
Step 5: Test the Integration
- Create a Test Document: While viewing a configured object that supports documents, such as an Opportunity or an Account, choose the DocuSign option to initiate a new envelope.
- Send a Test Signature Request: Complete a document and enter recipient details and send the document for signing. This will assist you to be sure that each component is well functioning as it should.
- Check Real-Time Status Updates: Return to Salesforce and see the status of the document in the included DocuSign Status section. This status should change as the recipients engage with the document, meaning progress can be monitored on the spot.
Step 6: Templates are best used to Manage Frequently Prepared Documents (Optional).
Templates can further enhance the efficiency of the integration:
- Create a Template in DocuSign: Go to the login page of the DocuSign, put in your credentials, learn how to create a template, and assign signing roles and fields for most used documents.
- Map Templates in Salesforce: Some of these templates can be linked to records in Salesforce to ease the creation of new envelopes. In business, it can be useful since many templates can be automatically filled with data from the CRM system instead of writing them manually.
The following are the benefits which an organization is likely to derive from DocuSign and Salesforce integration;
Once set up, integrating DocuSign and Salesforce can deliver significant advantages:
- Reduced Manual Work: No longer do teams have to upload documents, track the files, or store their copies in any other place but Salesforce.
- Enhanced Document Security: DocuSign offers data security in securing your documents and all processes involve data handling pass through security enhanced encryption as provided by standard regulations.
- Improved Client Experience: Due to the electronic signing mechanism, the clients are able to fill in forms on their own, without having to worry about printing or scanning documents.
- Real-Time Tracking: Say goodbye to costly third-party apps for document tracking and hello_ to a view as to when the documents are sent, viewed or signed, within Salesforce.
Conclusion
Integration between DocuSign and Salesforce is one of the greatest benefits for businesses in the need of a more efficient flow of processes and productivity gains. Hopefully, this step-by-step guide will help you effectively complete your integration and allow your team to work with important documents with confidence. After that integration is made, your organization shall be geared towards the management of e-signatures and tracking of documents within the CRM Salesforce.