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DocuSign Cloudstock Session 2 - No Code

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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.


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  • Today, most of you use Salesforce to accelerate your business. But what about CLOSING the transaction?
  • Transcript

    • 1.
    • 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
    • 3. 3
      2
      1
      Fast. Simple.Complete. The Leader.
    • 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
    • 5. DocuSign Today
      • Growing at 100%+
      • 6. Over 8M active signers
      • 7. 40,000+ customers
      • 8. Enterprise multi-tenant architecture
      • 9. Award Winning Technology
    • The World is DocuSigning
      Fortune 500
      Foreign Owned Customers that Selected and use DocuSign Today
      Other Notable Companies that Selected and use DocuSign Today
    • 10. Current document Completion Process
      Cloud:
      • Universal access
      • 11. Centralized control
      • 12. Excellent visibility
      How do you get these steps done?
      ?
      Ground:
    • Cloud to Cloud ComputingSalesforce/DocuSign
    • 15. Cloud Universe (partial)
      Software as a Service
      Middleware as a Service
      Platform as a Service
    • 16. Different ways to integrate DocuSign with Salesforce.com
    • 17. First Mode - Connect
      Send to DocuSign with 1 Click
      Automatically get status and data back.
    • 18. Second Mode - Embed
    • 19. AppExchange Download Options
    • 20. DocuSign Account Set Up
      Creating a new DocuSign Account
      You have a DocuSign Account
    • 21. Connecting DocuSign with Salesforce
    • 22. What to look for when DSfSF appears broken and Mapping of Data
      DocuSign default objects
      Custom Object
    • 23. Editing Page Layouts
    • 24. DocuSign Status
      DocuSign Status Tab
      Related Lists
    • 25. Managing Users
      Enabling Users to ‘Send with DocuSign’
      Disabling Users from using DocuSign for Salesforce
    • 26. Sending with DocuSign for Salesforce
    • 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
    • 30. Sales Channel and Promotion
      • 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
      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