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%
External Identity Provider for Salesforce Contacts, Accounts & Custom Objects
# Transform Salesforce Records into Secure Customer Identities Enable customers, partners, vendors, members, students, patients, and other external users to securely access applications using their Salesforce records. Instead of creating Salesforce Users or purchasing additional Experience Cloud or Identity licenses, use Contacts, Accounts, Leads, Person Accounts, and any standard or custom object as digital identities. Transform Salesforce into a Customer Identity and Access Management (CIAM) platform and Identity Provider (IdP) for external authentication and Single Sign-On (SSO). ## Key Capabilities • Authenticate Contacts, Accounts, Leads, Person Accounts, and Custom Objects • SAML 2.0, OpenID Connect (OIDC), OAuth 2.0, and JWT Authentication • Passwordless Login and Magic Link Authentication • Just-In-Time (JIT) Provisioning and User Attribute Mapping • Support for WordPress, Shopify, SaaS, and all external applications ## Common Usecases • Customer Portals • Partner Portals • Ecommerce Platforms ## Benefits • No Salesforce User Licenses Required • Reduce Experience Cloud Licensing Costs • Salesforce as a Single Source of Truth • Secure SSO Across Multiple Applications
Top keywords
- salesforce6×3.95%
- accounts4×2.63%
- applications3×1.97%
- authentication3×1.97%
- customer3×1.97%
- external3×1.97%
- identity3×1.97%
