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DocuSign eSignature for Salesforce Implementation

Dec 5, 2021, 5:30 – 7:30 AM

An introduction to DocuSign eSignature for Salesforce with some use cases.

About this event

Agenda for Meetup

1. Setup and Install DocuSign Apps Launcher (eSignature Application)

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

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 Autoplace Signature Tags


Join using this link - https://meet.google.com/vfm-wbdw-zyy

Speakers

  • Dixit Khurana

    Bluvium Technologies Private Limited

    Salesforce Developer

  • Aniket Kohale

    Perficient

    Senior Consultant, Salesforce

When

When

Sunday, December 5, 2021
5:30 AM – 7:30 AM UTC

Agenda

Welcome & Introduction by Group Leader
DocuSign eSignature for Salesforce Implementation and Demo
Q&A Session

Group Leaders

  • Sonali Dhurjad

    Cloudwerx

    Community Group Leader

  • Manasvi Gharat

    Bajaj Finserv

    Community Group Leader

  • Sanket Vidhate

    Eternus Solutions by Infobeans

    Community Group Leader

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