SalesForce Integration Support Guide

Welcome to Secured Signing and Salesforce Integration Support Guide.

This guide is designed to assist you in understanding and maximizing the benefits of the integration between Secured Signing, a leading digital signature solution, and Salesforce, a user-friendly cloud-based CRM. By following the steps outlined below, you can ensure a smooth and efficient document signing process within the Salesforce platform.

  1. Getting Started / Admin
  2. Demo & Training Videos
  3. Send for Signature
  4. In-Progress Signing
  5. Workflow & Automation

Setup / Getting Started

Secured Signing is in the Salesforce AppExchange. You can contact add Secured Signing to your account through Salesforce or contact us here.

Then follow the instruction below to setup in Salesforce to get Secured Signing ready:

 How to Add Secured Signing to Salesforce – Lightning
 How to Add Secured Signing for Saleforce – Classic

Demo & Training Videos

Overview – Adding Digital Signing to Salesforce
How To Build Document Templates In Salesforce With Secured Signing Form Filler
Webinar: Secured Signing Integration For Salesforce

Send for Signature

 WeSign – How to Send a Document for Signing – Lightning
 FormFiller – How to Build A Document Template with Salesforce Fields
 FormFiller – How to Send a Document Template for signing
 Overview – Adding Digital Signing to Salesforce

In-Progress Signing

 How to Manage & Monitor a Signing Invitation

Workflow & Automation

 Automation – Use Triggers in Salesforce to Automate Sending of Documents for Signing
 Communities Portal – Sign Documents


Do you need anything else?