DocuSign eSignature for Salesforce
• Maximize your Salesforce investment and streamline your agreement processes intelligently with the world’s most trusted eSignature solution for the world’s #1 CRM. • Send agreements for signatures: Send agreements directly to Salesforce contacts or specify email addresses. Include messages, reminders, and authentication options. • Create agreements with Salesforce data: Create agreements with Docusign templates that pull in any Salesforce data saved on that record with merge fields. • Responsive signing: Signers on mobile phones can access a parallel version of the document that automatically adapts its formatting to the device’s size and orientation. • Salesforce data writeback: Signed documents and signer-provided data is automatically written back to Salesforce. • Clicks-not-code configuration: Our modern UI ensures that your team can deploy quickly without complex integrations across Sales, Service, Financial Services, Experience, and Government Cloud. • Docusign eSignature meets compliance standards - including ISO 27001-certified, HIPAA, 21 CFR Part 11, Sarbanes-Oxley and FedRAMP - and provides SOC-audited data center and full encryption for all archived documents.
Top keywords
- salesforce6×3.73%
- data5×3.11%
- agreements4×2.48%
- salesforce data3×1.86%
- automatically2×1.24%
- documents2×1.24%
- docusign2×1.24%
- esignature2×1.24%
- send2×1.24%
- send agreements2×1.24%
- world2×1.24%
Trivacy - Personal Data Manager for GDPR, CCPA and more
Personally Identifiable Information (PII) can be stored in many different places in Salesforce; in Contact and Individual records, Attachments (e.g., a passport scan), Email Messages, Tasks (e.g., notes on a medical condition), Chatter (discussing that call with a colleague) and many more. Trivacy brings together an individual's personal data across a Salesforce organization in a single page using configurable object linkages. You can review, edit, export, obfuscate, anonymize or delete data across linked records in a few clicks. All Salesforce field types are supported, including (rich) text, binary, email, ip address, url, geolocation and dates. Tracked changes for these fields, such as field history (archive) and Chatter tracked changes are also dealt with. Trivacy comes pre-configured with a full personal data inventory for the standard Salesforce data model, covering 150 fields over 25 objects. Additional settings can be added for standard and custom fields and objects. Trivacy can also anonymize, mask or delete personal data in sandboxes in bulk, so your in-house or external developers can work in full or partial Salesforce sandboxes, without exposing personal data.
Top keywords
- data6×3.35%
- salesforce5×2.79%
- personal4×2.23%
- personal data4×2.23%
- fields3×1.68%
- trivacy3×1.68%
- anonymize2×1.12%
- changes2×
