Docusign Salesforce Integration: It’s Time To Digitize

In highly competitive technology industry, even the smallest details matter. Take for instance paper-based processes, in the 21st century, this is a kind of non-ecological anachronism. But even virtual documents need to be signed.

For Salesforce, keeping up with the times means moving away from paperwork in favor of electronic signatures and digital agreements that integrate with the company's existing platforms. To achieve this, companies connect Docusign to Salesforce.

Correctly performed Docusign Salesforce integration will improve closing rates, reduce business processes, and eliminate paperwork. DocuSign enables Salesforce customers to simplify approval processes, digitize and streamline agreements, and accept electronic signatures - all on their secure digital platforms.

Benefits of DocuSign and Salesforce Integration

DocuSign is a popular solution that enables companies to digitize contracts by putting lawfully binding electronic signatures on all types of digital documents. As an industry leader, DocuSign has over 700,000 customers and millions of subscribers. The company has developed more than a dozen apps and 350 integrations, especially for the DocuSign agreement cloud to automatize the agreement process. For, example:

• DocuSign eSignature to send agreements to sign, track, collect and store information in Salesforce.
• DocuSign Negotiate to create an agreement for negotiation and permission from Salesforce.
• DocuSign eSignature for CPQ Salesforce to make quotes with Salesforce data and send them to signature.
• DocuSign CLM to expedite and automate the contract lifecycle.
• Electronic Signatures DocuSign for Salesforce Essentials to monitor the status of the document for any opportunity.
• DocuSign Gen for creating custom agreements from Salesforce.
• DocuSign for Salesforce Apex Toolkit to build custom solutions that need to incorporate a DocuSign digital signature into your organization.

As a top CRM provider for marketing, sales, analytics services with 150,000 business clients, Salesforce has been collaborating with DocuSign since 2012 to optimize business processes in organizations. DocuSign is safe, easy to use, and reliable, and in tandem with Salesforce empowers organizations to fully digitalize customer relationship management.

As a result of convergence between DocuSign and Salesforce, you can:

• Pull data from various Salesforce objects like Opportunity, Contact, Lead, Account, etc.
• Sign, send and monitor Salesforce agreements and approvals on any device.
• Digitize Salesforce documents for records according to stringent security certifications and standards.
• Send agreements to be signed directly to Salesforce contacts or by email, including messages, reminders, and authentication options.
• Create agreements with Salesforce records in DocuSign templates that retrieve any Salesforce data saved in this record with merge fields.
• Access a responsive signature and a side-by-side version of the document, formatting that automatically adapts to the size and orientation of the mobile device.
• Automatically write back signed documents and data provided to signers back to Salesforce.
• Quickly deploy without complex integrations between sales, service, financial services, expertise, and government cloud without code
• Update deals in real-time via Chatter.

As a result of the integration, you will receive such benefits as:

Enhanced security and customer experience

DocuSign Salesforce adheres to stringent certifications and security standards to keep documents clean and scalable. The platform provides security measures for both integrable objects, regulating user access and permissions to documents. With the efficiency and security of Salesforce's integration with DocuSign, your business can improve the overall customer experience.

Reduced costs

DocuSign eSignature saves around $ 36 per agreement by improving employee productivity and reducing material costs. Thus, Salesforce and DocuSign can help you invest in other areas of your business with greater ROI.

Improved document management

The DocuSign Salesforce integration presents a fast, secure, and organized approach to storing, sending, and sharing all the records in your system. Real-time document updates are sent to Chatter.

Signatory identity verification

The integrated platform takes into account the need for identity authentication, providing access to documents, and signing by the proper person. This eliminates the risk of unauthorized access and fraud.

Increased accuracy and shorter run times

Because Salesforce's integration with DocuSign automates the development and signing of agreements, it significantly reduces errors.

You can also easily reduce the time it takes to process customer agreements to a few minutes.

Minimized paperwork

Another major benefit of digitizing agreements with Salesforce and DocuSign is that you can significantly reduce paper waste. This will enable you to contribute to greener business processes.

How to use DocuSign in Salesforce: Cases

The DocuSign integration has changed the way Ford recruits and hires employees. Previously, they managed hiring by submitting everything on paper, but now the integration with DocuSign allows Ford's recruiting team to quickly find candidates without chasing signatures or working through a bunch of paperwork.

DocuSign's Direct Salesforce Integration solution makes life easier for LinkedIn sellers too. The seller can select the items or words needed for a specific contract, take the data, customer name, and product from the opportunity in Salesforce, and combine them in the DocuSign template to make a PDF document. Next, the system creates a contract to be sent to the client at the click of a button.

DocuSign Salesforce License Cost

Pricing varies by version and the tools and features it contains.

• Personal ($10 user in a month) - basic version for one user and necessary fields.
• Standard ($25 user in a month ) - up to 5 users version with reminders and notifications, mobile app features, personalized branding, and more.
• Business Pro ($40 user in a month) - version with advanced fields, payment collection, bulk messaging, signer attachments, etc.
• Customized advanced solutions - tailor-made for your business.

DocuSign Salesforce integration cost will include the cost of the license and the services of the development team. Contact us for more detailed pricing information.

How To Integrate DocuSign With Salesforce

Salesforce integration with DocuSign can be done in several ways.

Module from DocuSign for Salesforce AppExchange

For this type of integration, you need to download the DocuSign AppExchange plugin.

Native DocuSign and Salesforce integration through APIs

You can automatically enable Salesforce integration right in DocuSign. To do this, you just need to log in and activate the integration.

Third-party connectors

It is also possible to connect the two solutions through third-party (Zapier or Workato) connectors.

Required revisions

DocuSign works with Salesforce Professional, Developer, Unlimited, Enterprise, Essentials, and Performance editions.

Launcher app package for Salesforce that includes:

• Electronic Signature DocuSign
• DocuSign CLM
• DocuSign Gen
• DocuSign Negotiate

When you install one of the DocuSign apps into your Salesforce org, the entire package is installed.

Installing DocuSign eSignature

The DocuSign eSignature includes simplified connectivity and administration, Lightning-first status, and submission. This package is ideal for small businesses using Salesforce Essentials and needing basic DocuSign shipping.

1. Log in as an admin Salesforce and input DocuSign eSignature for Salesforce in the App Exchange search box. Pressing on DocuSign eSignature for Salesforce will open the app installer page.
2. Press Get Now. Open the login screen. One of two options will appear:

If you are in Appexchange, press "Allow" in the "Allow Access" modal window.

If you're not signed in to the App Exchange, Sign in with your Salesforce Production credentials as an administrator. Press the Allow button.

Note. At this point, production administrator credentials are required to authenticate to the app, even when installing in a sandbox.

1. Pick the "Install here" button under the heading "Install in this organization." Check I have read and agree to the terms and press "Confirm and install" at the bottom of the page.
2. Press Install for all users to open a modal window with a list of third-party websites. Provide access to these third-party websites. Click the "Continue" button. Press "Finish" when the message "This application is taking a long time to install" appears. You will receive an email notifying you that the installation is complete.

How do I use DocuSign in Salesforce?

1. Behind installing DocuSign in your Salesforce org. find DocuSign in the application launcher and press on it.
2. Press the DocuSign Admin tab and pick the DocuSign tab on it.
3. Input your DocuSign credentials if you have them, if not, skip to step 2.
4. Choose the Salesforce environment compared with your DocuSign account.
5. Press "Login"

You must input your Salesforce credentials and check that I agree … DocuSign clicks the connect button. DocuSign is now successfully connected with a Salesforce account.

Creating a DocuSign Account

1. Press "Register".
2. Fill in the available information on the page and submit.
3. Click Sign In. Wait for the link to the specified email address.
4. In the email, activate your account. Go back and complete the DocuSign Salesforce connect.

Adding DocuSign Features to Salesforce Layouts

1. Pick the Layouts panel in the DocuSign Admin tab
2. To add DocuSign features to a predefined set, select a value from the drop-down scroll (All, Desktop Buttons, Mobile Actions).
3. To build your own set of functions, pick Custom and then check the options you want to append.
4.  Press Save.

The functionality you select will be applied and available in Salesforce layouts.

Custom API DocuSign Integration Salesforce

Does DocuSign integrate with Salesforce with the Apex Toolkit? Yes, developers can simply build custom e-signature solutions for Salesforce configurations. The toolkit is available in the DocuSign eSignature Managed Pack, which is currently available as a Managed Pack on the AppExchange Salesforce. After installing the Apex Toolkit, you can call any classes and methods provided by the Toolkit in your Apex code by the dfsle prefix. The DocuSign Apex Toolkit for Salesforce is recommended when invoking the DocuSign eSignature REST API to automate DocuSign processes by Apex in a Salesforce org.

API Package Access

1. Go to the next URL to generate a DocuSign developer account https://www.docusign.com, then activate it. Install the app in a production environment as above, input your sandbox login credentials, and press the Sign in to Salesforce button.
2. You’ll see a scroll of package components and application version information. Press the "Continue" button to install.
3. Review the information on third-party access. There is a list of websites to which the package can send or receive data during operations. Check the boxes and press the "Continue" button.
4. Confirm access to the API package. Review the information on the page and pick Next to continue with the installation process.
5. Choose the security level that controls user access to DocuSign for Salesforce. DocuSign proposes grant access to all users and then press "Next" to continue. Press the Install button to finish the installation process.

Configure DocuSign for Salesforce

1. Once installed, open Configure Application Deploy Installed Packages, locate the DocuSign for Salesforce package, and press the Configure button to start configuring.
2. You will now be redirected to the Set Up DocuSign for Salesforce page.
3. Input your DocuSign developer account email and password.
4. Install the demo version for the trial version and press the "Login" button.
5. To empower Salesforce connectivity to DocuSign, you need to append DocuSign as a trusted network and link your Salesforce account to DocuSign. Append all four ranges of IP addresses. When you open the Edit Trusted IP Range for Accessing the Salesforce Network, the IP range information is displayed.
6. Press Save. Do not change the IP range, it is automatically populated with the correct values ​​for remote access to DocuSign data centers. Close the window. Repeat the Add IP Range steps for each of the remaining Add IP Range buttons.
7. Now open the "Connect DocuSign to Salesforce" section and input the next information: your Salesforce username and password
8. Choose a Salesforce sandboxed environment for your trial then press the Next button. Finally, press the Finish button to link to your DocuSign developer account.

Integrator Key

To connect DocuSign to Salesforce you need an integration key. This key is an individual identifier for each DocuSign integration and is required for all integrations. For a production environment, this integrator key should be authorized by DocuSign.

Using Inline Signature

Combining DocuSign with the Salesforce Lightning component further empowers sales teams to make every agreement 100% digital. Base Apex Code can be used in Lightning Apps or Components, Visualforce Pages, Communities, and any other component that calls Apex Code in Salesforce.

Prerequisites

Installed DocuSign eSignature package for Salesforce managed package.

Created subdomain for the Salesforce org, included in My Domain.

1. Open the DocuSign Setup tab and follow the login step.
2. Make a Salesforce DX project. You must set up Visual Studio Code with the required Salesforce development tools. You will use Visual Studio Code to build a Lightning Web Component that initiates an inline signing session because Salesforce does not support developing Lightning Components in the Developer Console.

Required data

{TEMPLATE_ID} Data Element This is a GUID value that identifies the DocuSign template that is used to build the DocuSign envelope. This value is automatically generated by DocuSign when the template is created.

Step 1. Defining Your Class and Methods

To create a class in Visual Studio Code, go to the force-app / main / default/classes folder in the SFDX project structure, then right-click the classes and select SFDX: Create Apex Class.

Step 2. Creating and sending an envelope

1. Use the EnvelopeService.getEmptyEnvelope method to make an empty envelope template definition that you can then fill, create, and submit.
2. Use the Document.fromTemplate method to make a new document using a template in your DocuSign account.
3. Create a Recipient object for each envelope recipient using the newEmbeddedSigner method, which specifies that the process will use an embedded signature (as opposed to requesting an email signature). In this example, the envelope will have one recipient signing the document. After creating the recipient, use this withRecipients method to append it to the envelope.
4. Append documents and recipients to the envelope and use the EnvelopeService.sendEnvelope method to send it.

Step 3. Establishing an inline signature session

The Apex Toolkit will check if the current recipient is the same as the current Salesforce user and request a link to a one-time signing session. The user will be redirected to this link to view or sign the envelope documents, and once signed, automatically redirected back to the Salesforce app.

Step 4. Creating the Lightning Web Component

1. Go to the force-app / main / default / lwc folder in the left menu.
2. Right-click lwc and choose SFDX: Create Lightning Web Component. This will generate the files needed to build the component.
3. Open the .js-meta.xml file to see the metadata about your new component.
4. Set isExposed to true, and append targets for lightning__AppPage, lightning__RecordPage, and lightning__HomePage to ensure that your component can be added to pages in your organization.

Step 5. Editing the HTML code DocuSign for Salesforce Lightning

Open the HTML file under your component. You can use this file to mode your Lightning web component however you like.

Step 6: Using the Lightning Web Component to Initiate an Inline Signature

Edit the JavaScript file of your Lightning web component so that when the user interacts with the component, the methods defined in the previous steps are executed:

1. Open the JS file under your component. Import the sendEnvelope and getEmbeddedSigningUrl methods from your EmbeddedSigningController class.
2. Save the ID of the DocuSign template you want to use in a template variable.
3. Use JavaScript's handleClick method to trigger an inline signature by calling your sendEnvelope method, getting the inline signature URL, and redirecting the browser to the signature URL.

When you finish editing the component, you deploy the source code to your Salesforce org. To do this, drive to the force-app / main/default folder on the left menu and press on default, then choose SFDX: Deploy Source to Org. Now, when you edit any page in your Salesforce org, you will see your new Lightning Web Part in the Lightning App Builder. You can append your component to the page and use it to start an inline signing session.

Zapier

Now let's see how to integrate DocuSign with Salesforce using the third-party Zapier connector. The process is simple enough and is done after registering for a free 30-day trial:

1. Authenticate with DocuSign and Salesforce.

When you start making the DocuSign Zap, you will be prompted to sign in and connect your DocuSign account.

1. Describe one of the applications as the trigger that will start your automation.
2. Next, choose an action in another app.
3. Choose the data you want to transfer from one app to another.
4. Zapier supports the following DocuSign triggers:

Envelope sent or full

This is triggered when sending or filling an envelope. Zapier temporarily saves documents in your envelope for processing and playback in subsequent Zap steps and data associated with the selected envelope when this step starts. Zapier will only receive data and documents for the selected envelope types.

Workato

The integration of DocuSign and Salesforce is very simple and configurable using triggers (When this happens ...) and actions: Do it….without code.

For example:

1. The trigger is a new document in DocuSign
2. Custom Action in DocuSign and Custom Action in Salesforce.

Document Event Message DocuSign Workato posts a message to Slack with all the details of the document.

Conclusion

DocuSign is a user-friendly digital transaction management toolkit that makes it easy, secure, and efficient to exchange and sign electronically signed documents in the cloud. Salesforce and DocuSign integration allow you to automate this process right in your CRM.

If you have any difficulties and do not know how to connect DocuSign with Salesforce, we are here to help you. Ergonized team advises companies every step of the way in Salesforce, including strategy development, Salesforce implementation, and improvement and integration projects. We're committed to helping our customers truly transform their business with Salesforce technology.