DocuSign (eSignature for Salesforce) Implementation in Salesforce

Dec 5, 2021, 5:30 – 7:30 AM

We are going to get introduced to DocuSign and going to cover some useful use cases as well. And also going cover Docusign installation and configuration with Salesforce.

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

Speakers

  • Dixit Khurana

    Bluvium Technologies Private Limited

    Salesforce Developer

  • Aniket Kohale

    Perficient

    Lead Technical Consultant, Salesforce

When

When

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

Agenda

5:30 AMWelcome & Introduction by Group Leader
5:45 AMDocuSign (eSignature for Salesforce) Implementation in Salesforce and Demo
7:00 AMQA Session

Group Leaders

  • Amit Behere

    Coforge

    Community Group Leader

  • Aniket Kohale

    Perficient, Nagpur

    Community Group Leader

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