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DocuSign (eSignature for Salesforce) Implementation in Salesforce

Salesforce User Group, Dhule, 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 - 12:30 PM (IST)

Group Leaders

  • Priyanka Chaudhari

    Priyanka Chaudhari


    Community Group Leader

  • Sachin Puraswani

    Sachin Puraswani

    Persistent Systems

    Community Group Leader

  • Nikhil Ghate

    Nikhil Ghate


    Community Group Leader

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