DocuSign (eSignature for Salesforce) Implementation in Salesforce

Salesforce Admin Group, Khandwa, India
Sun, Dec 5, 2021, 11:00 AM (IST)

About this event

We are going to get introduced to DocuSign and going to cover some useful use cases.

Agenda for Meetup

1. Setup and Install Docusign for App Launcher (eSignature Application)

2. Send-Document with Standard Send with DocuSign Button (With Non CPQ/CPQ Objects)

3. Send-Document with Envelop (Non-CPQ/CPQ)

4. Usage of Docusign Logs, Docusign Status Objects

5. Cancelling of Already Sent Document

6. Tracking of Sent Document

Use Cases

a) Single Template with Multiple Signees (CPQ/Non-CPQ)

b) Dynamic Recipients and Autoplacing of Signature Tags



Sunday, Dec 5
11:00 AM - 1:00 PM (IST)

Group Leader

  • Sagar Arora

    Sagar Arora

    Community Group Leader

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