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%
Declarative Everything (formerly Declarative Batch)
Declarative Everything includes Declarative Batch, Snap User, and Power Flows. Declarative Batch Schedule and run flows at any cadence - hourly, monthly, and more, without apex code. Process millions of records while avoiding limit errors. - Run hourly operational automations during business hours - Archive or update millions of records at scale - Schedule end-of-month, end-of-quarter, or fiscal year processing jobs Snap User Create standardized user setup packages and assign them automatically when creating users. Package permission sets, licenses, groups, and more to onboard users efficiently. - Standardize onboarding for common roles or teams - Reduce repetitive user setup work - Avoid missed access assignments during onboarding Power Flows: Time Field Add user-friendly time inputs to flows, without a custom LWC. - Capture appointment times - Enter business hours, service windows, and contact windows Power Flows: Flow Map A map data structure for flows. Avoid flow limit errors, and avoid getting, creating, or updating records from loops. - Group and reference records by account, owner, status, or another key field - Retrieve and update child records without writing code
Top keywords
- flows6×3.35%
- records5×2.79%
- user4×2.23%
- avoid3×1.68%
- declarative3×1.68%
- power3×1.68%
- power flows3×1.68%
- without3×
