Your SlideShare is downloading. ×
0
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
DocuSign Cloudstock Session 2 - No Code
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

DocuSign Cloudstock Session 2 - No Code

953

Published on

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.

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.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
953
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
26
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • Today, most of you use Salesforce to accelerate your business. But what about CLOSING the transaction?
  • Transcript

    • 1.
    • 2. Agenda<br />- The DocuSign Process<br />- Delivering Business Results<br />- DocuSign Company<br />- DocuSign for Salesforce<br />- Current document completion process<br />- The Cloud Universe <br />- Different ways to integrate DocuSign with Salesforce.com<br />- First Mode - Connect<br />- Second Mode - Embedd<br />- Getting DocuSign AppExchange package<br />- Setting up a DocuSign account<br />- Setting up data feeds.<br />- Adding DocuSign buttons<br />- Sending with DocuSign for Salesforce<br />- Lessons Learned<br />- Complete Path to Success<br />- Sales Channel and Promotion<br />- Q&A<br />
    • 3. 3<br />2<br />1<br />Fast. Simple.Complete. The Leader.<br />
    • 4. Delivering Business Results<br />Enterprise Class e-Signature Platform<br />Document Mgt<br />Document Processing<br />Collaboration<br />Workflow<br />Business Value<br />Accelerate Business Drive Efficiency Gain Insight &Visibility<br />“DocuSign makes us heroes to our Customers”<br />Perry Bakke<br />Manager, International Contracts | Cisco Communications, Inc<br />
    • 5. DocuSign Today<br /><ul><li>Growing at 100%+
    • 6. Over 8M active signers
    • 7. 40,000+ customers
    • 8. Enterprise multi-tenant architecture
    • 9. Award Winning Technology</li></li></ul><li>The World is DocuSigning<br />Fortune 500<br />Foreign Owned Customers that Selected and use DocuSign Today<br />Other Notable Companies that Selected and use DocuSign Today<br />
    • 10. Current document Completion Process<br />Cloud:<br /><ul><li> Universal access
    • 11. Centralized control
    • 12. Excellent visibility</li></ul>How do you get these steps done?<br />?<br />Ground:<br /><ul><li> Slow processing
    • 13. No visibility
    • 14. No control</li></li></ul><li>Cloud to Cloud ComputingSalesforce/DocuSign<br />
    • 15. Cloud Universe (partial)<br />Software as a Service<br />Middleware as a Service<br />Platform as a Service<br />
    • 16. Different ways to integrate DocuSign with Salesforce.com<br />
    • 17. First Mode - Connect<br />Send to DocuSign with 1 Click<br />Automatically get status and data back.<br />
    • 18. Second Mode - Embed<br />
    • 19. AppExchange Download Options<br />
    • 20. DocuSign Account Set Up<br />Creating a new DocuSign Account<br />You have a DocuSign Account<br />
    • 21. Connecting DocuSign with Salesforce<br />
    • 22. What to look for when DSfSF appears broken and Mapping of Data<br />DocuSign default objects<br />Custom Object<br />
    • 23. Editing Page Layouts<br />
    • 24. DocuSign Status<br />DocuSign Status Tab<br />Related Lists<br />
    • 25. Managing Users<br />Enabling Users to ‘Send with DocuSign’<br />Disabling Users from using DocuSign for Salesforce<br />
    • 26. Sending with DocuSign for Salesforce<br />
    • 27. User Can Also Access DocuSign Directly with the Password they created<br />
    • 28. Lessons Learned<br />Minimize Freeform Text Entry<br />Test large datasets<br />Support all the objects in Force.com<br />Support as many of CRUD options as you can DocuSign supports<br />Create<br />Update<br />Read<br />
    • 29. Complete Path to Success<br />Free Sandbox Account<br />SDK<br />Sample Code<br />Certification process & Testing support<br />Forums<br />Webinars<br />Professional Services<br />Over 350 Integrations<br />Design, Architecture and Implementation<br />www.docusign.com/dev center<br />
    • 30. Sales Channel and Promotion<br /><ul><li>Extend beyond your Appexchange Listing with DocuSign Marketplace
    • 31. Audience of 40,000 DocuSign Paid accounts and > 8 million signers
    • 32. Joint press release
    • 33. Partner DocuSign Account Mgr/Sales training
    • 34. Partner Events
    • 35. Finder’s fee…15% of first year subscription for all referrals </li></ul>www.docusign.com/marketplace<br />
    • 36. Questions?<br />Force.comZone (Tomorrow)<br />Cloudstock<br />Kiosk #2 (next to your Java fix)<br />Questions about our API<br />Meet DocuSign Technical Evangelists:<br />Mike Borozdin<br />Julia Ferraioli<br />Craig Smith<br />Veronica Lentfer<br />Get Started at www.docusign.com/devcenter<br />Demo Pod #24<br />Product Demos<br />Sandbox Signups<br />T-Shirts<br />Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm<br />API Basics to DocuSign-enable your App in 45 minutes 11:30am<br />Lessons Learned building the first Cloud-based e-Signature Company 2:30pm<br />

    ×