The document outlines the integration of DocuSign with Salesforce, detailing the benefits, setup processes, and various modes of integration. It emphasizes the efficiency gains and visibility provided by cloud solutions over traditional processing methods. Additionally, it highlights training resources, lessons learned, and promotional opportunities for resellers in the DocuSign ecosystem.

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. 321Fast. Simple.Complete. The Leader.

4. Delivering Business ResultsEnterprise Class e-Signature PlatformDocument MgtDocument ProcessingCollaborationWorkflowBusiness ValueAccelerate Business Drive Efficiency Gain Insight &Visibility“DocuSign makes us heroes to our Customers”Perry BakkeManager, International Contracts | Cisco Communications, Inc

5. DocuSign TodayGrowing at 100%+

6. Over 8M active signers

7. 40,000+ customers

8. Enterprise multi-tenant architecture

9. Award Winning TechnologyThe World is DocuSigningFortune 500Foreign Owned Customers that Selected and use DocuSign TodayOther Notable Companies that Selected and use DocuSign Today

10. Current document Completion ProcessCloud: Universal access

11. Centralized control

12. Excellent visibilityHow do you get these steps done??Ground: Slow processing

13. No visibility

14. No controlCloud to Cloud ComputingSalesforce/DocuSign

15. Cloud Universe (partial)Software as a ServiceMiddleware as a ServicePlatform as a Service

16. Different ways to integrate DocuSign with Salesforce.com

17. First Mode - ConnectSend to DocuSign with 1 ClickAutomatically get status and data back.

18. Second Mode - Embed

19. AppExchange Download Options

20. DocuSign Account Set UpCreating a new DocuSign AccountYou have a DocuSign Account

21. Connecting DocuSign with Salesforce

22. What to look for when DSfSF appears broken and Mapping of DataDocuSign default objectsCustom Object

23. Editing Page Layouts

24. DocuSign StatusDocuSign Status TabRelated Lists

25. Managing UsersEnabling Users to ‘Send with DocuSign’Disabling Users from using DocuSign for Salesforce

26. Sending with DocuSign for Salesforce