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Quick summary
The DocuSign Salesforce integration lets you install DocuSign eSignature directly into your Salesforce org via the AppExchange, enabling seamless electronic signing within your CRM workflows. This step-by-step walkthrough covers everything from finding the listing to confirming the installed package in Salesforce Settings.
Steps
- Go to Salesforce AppExchange and search for DocuSign eSignature.
- Click the Try It Free button on the listing page.
- Select Try in your sandbox to install in a sandbox environment.
- Verify your account information and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain name and click Continue.
- Choose the users to install the app for and click Install.
- Grant Third Party Access and click Continue to finalize the installation.
- Find your app under Settings > Advanced Setup > Installed Packages to confirm successful installation.
