DocuSign eSignature service allows you to leverage your Salesforce solution and go completely paperless. In this presentation we will connect Salesforce objects to DocuSign without writing any code.
2. Agenda - The DocuSign Process - Delivering Business Results - DocuSign Company - DocuSign for Salesforce - Current document completion process - The Cloud Universe - Different ways to integrate DocuSign with Salesforce.com - First Mode - Connect - Second Mode - Embedd - Getting DocuSign AppExchange package - Setting up a DocuSign account - Setting up data feeds. - Adding DocuSign buttons - Sending with DocuSign for Salesforce - Lessons Learned - Complete Path to Success - Sales Channel and Promotion - Q&A
4. Delivering Business Results Enterprise Class e-Signature Platform Document Mgt Document Processing Collaboration Workflow Business Value Accelerate Business Drive Efficiency Gain Insight &Visibility “DocuSign makes us heroes to our Customers” Perry Bakke Manager, International Contracts | Cisco Communications, Inc
27. User Can Also Access DocuSign Directly with the Password they created
28. Lessons Learned Minimize Freeform Text Entry Test large datasets Support all the objects in Force.com Support as many of CRUD options as you can DocuSign supports Create Update Read
29. Complete Path to Success Free Sandbox Account SDK Sample Code Certification process & Testing support Forums Webinars Professional Services Over 350 Integrations Design, Architecture and Implementation www.docusign.com/dev center
35. Finder’s fee…15% of first year subscription for all referrals www.docusign.com/marketplace
36. Questions? Force.comZone (Tomorrow) Cloudstock Kiosk #2 (next to your Java fix) Questions about our API Meet DocuSign Technical Evangelists: Mike Borozdin Julia Ferraioli Craig Smith Veronica Lentfer Get Started at www.docusign.com/devcenter Demo Pod #24 Product Demos Sandbox Signups T-Shirts Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm API Basics to DocuSign-enable your App in 45 minutes 11:30am Lessons Learned building the first Cloud-based e-Signature Company 2:30pm
Notes de l'éditeur
Today, most of you use Salesforce to accelerate your business. But what about CLOSING the transaction?