Docusign eSignature for Salesforce 101
Docusign has robust technology offerings for Salesforce developers to integrate Docusign into Salesforce apps, as follows:
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Docusign eSignature for Salesforce: Introduced in 2010 to enable integration between Salesforce objects and fields and Docusign fields in templates and documents without the need to write any code. A Salesforce administrator simply configures Docusign eSignature for Salesforce with a mapping between fields in Salesforce and Docusign, plus some additional properties to control behavior and rules. Administrators may customize the sending flow through custom buttons. Configuring Docusign eSignature for Salesforce and basic customization are both covered in the Docusign eSignature for Salesforce Administrator Guide. Docusign eSignature for Salesforce is recommended for existing enterprise production environments.
We’ve updated Docusign eSignature for Salesforce to include support for reusable, simplified envelope configurations and process automation using our Process Builder invocable actions. Follow the steps outlined in the Docusign eSignature for Salesforce Administrator Guide to update your Docusign eSignature for Salesforce managed package to include the latest functionality.
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Updates to Docusign eSignature for Salesforce: Docusign eSignature for Salesforce was recently enhanced to simplify onboarding and provide Lightning-first administration, sending, and status. It is built on the Apex Toolkit, which provides better custom development options for integrating Docusign into Salesforce. Docusign eSignature for Salesforce is available as a managed package on the Salesforce AppExchange.
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Apex Toolkit: Full-featured toolkit for Salesforce developers to integrate Docusign into Salesforce apps and processes. Similar to an SDK, our Apex Toolkit exposes a full set of programmatic objects and methods that you call from your Apex code. The Apex Toolkit is exposed from the Docusign eSignature for Salesforce managed package available on the Salesforce AppExchange.
Take our Docusign University Apex Toolkit course to help you get started with scenarios and implementations using the Apex Toolkit.
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Salesforce Apex sample app: This sample app showcases how a financial institution can use the Apex Toolkit to build a customer portal hosted through Salesforce.