How to Connect DocuSign with Salesforce
Here’s a step-by-step tutorial on how to connect DocuSign with Salesforce:
- Head over to Salesforce AppExchange and search for DocuSign eSignature.
- Hit the Try It Free button.
- Select Try in your sandbox.
- Now, check if your account info is correct and click on Continue to Installation.
- We now have to move to log in to your Salesforce account by clicking the Log In & Install.
- Click on Use Custom Domain to add your salesforce domain.
- Add your custom domain name and hit Continue.
- Choose who you are installing the app for and hit Install.
- Grant Third Party Access and hit Continue.
- You will find your apps in the Installed packages in Settings > Advanced Setup >Installed Packages.
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