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%
SmartBulk – Mass Update, Mass Delete & Bulk Editing for Any Salesforce Object
SmartBulk is a powerful, metadata-driven mass update and mass delete tool built natively on the Salesforce Platform. Designed for admins and operations teams, SmartBulk makes it easy to fetch, edit, update, and delete records across any standard or custom object — all from a clean, Lightning-ready interface. Using Custom Metadata configuration, admins can define which objects, fields, filters, and operations users can access. SmartBulk automatically handles field-type conversion, dynamic SOQL, bulk-safe DML, and detailed error logging so you can perform large-scale data updates with confidence. Whether you’re preparing for a data migration, cleaning up records, updating values in bulk, or removing old data, SmartBulk saves hours of manual work and eliminates the need for spreadsheets or external tools. BUSINESS FEATURES Simplifies data maintenance for Sales, Service, and Operations teams Reduces manual effort and improves CRM data quality Enables fast data cleanup during migrations or org consolidation Provides a safer alternative to Data Loader for non-technical users TECHNICAL FEATURES Lightning Web Component UI with real-time updates Apex-powered backend with dynamic S
Top keywords
- data7×4.12%
- smartbulk4×2.35%
- operations3×1.76%
- admins2×1.18%
- custom2×1.18%
- delete2×1.18%
- dynamic2×1.18%
- manual
