The document discusses DocuSign integration with Salesforce. It describes the legacy system of agreements, problems with the legacy system, and how DocuSign agreement cloud addresses these issues. It also covers creating a DocuSign demo account, installing DocuSign in Salesforce, configuring DocuSign connect, and account settings like users and groups, auditing, and bulk actions.

1. DocuSign Integration with Salesforce
Beginner Learning Series
Kick-starting DocuSign

2. Salesforce Admin Group, Trichy
Kadhar Basha
Salesforce Admin Group, Trichy
Trailblazer Community Group Leader
MST Solutions
- Kadhar Basha J
Sundaravel
Salesforce Admin Group, Trichy
Trailblazer Community Group Co-Leader
MST Solutions

3. Salesforce Admin Group, Trichy
Divya Ravichandran
Salesforce Developer
MST Solutions

4. Salesforce Admin Group,Trichy
 Hey Folks I’m so glad to meet you guys again, Salesforce
Admin Group came up its next meetup
 Initially we received very low responses from public
audiences, but now we got collect huge responses.
We planned to conduct more event for different topics
Audience also send topic request to us
Join the Administrator Group and Learn the codeless part of
Salesforce

5. Agenda
Introduction
 Legacy system of Agreement
DocuSign Agreement cloud
Create & Configure DocuSign with Salesforce
Admin settings
• User and groups
• Auditing

6. Introduction
• A system of agreement is the collection of technologies and
processes that organizations use for their written
agreements
• Those agreements can be sales contracts, employment
offers, and hundreds of other agreement types
• A typical Contract/Agreement Lifecycle starts with a request
of a document, proceeds through review and negotiation
cycles, followed by approvals routing, and signatures.

7. Legacy system of Agreement

8. Problem with Legacy system
• Requires physical storage and security when stored out of view.
• Difficulty finding specific agreement/documents when needed.
• Prone to damage.
• Issues with partially automated process that still require
manual steps to complete.
• Paper work may take days to process which is unacceptable in
terms of both time and cost.

9. DocuSign Agreement cloud
• DocuSign is a provider of cloud-based technology that
facilitates exchanges of contracts, tax documents and legal
materials.
• The DocuSign helps to modernize, connect, and automate
the entire agreement process.
• The result is the ability to do business faster, simpler,
greener, and more cost-effectively.
• DocuSign is also used for process automation without any
other software and it can also be easily integrated with
Salesforce.

10. Benefits DocuSign Agreement cloud
• Automated processes that are connected end to
end.
• Increased processing speed, reduced costs.
• Improved customer, employee, and partner
experience.
• Improved security, privacy, and compliance

11. Creating a demo account in DocuSign
• That’s lot of explanations now let’s see how to
create a free developer sandbox in order to
play with DocuSign functionalities.
• Please follow the below link in order sign up
for the new account.
• https://account-d.docusign.com/#/username.

12. DocuSign Installation in Salesforce
• DocuSign eSignature for Salesforce is a managed package which can be found in the
Salesforce App exchange.
• DocuSign eSignature for Salesforce can be used with both Salesforce Classic and Salesforce
Lightning.
• Install the managed package from Salesforce AppExchange, then connect your DocuSign
account and Salesforce account.
• https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000001taX4EAI

13. DocuSign connect
• DocuSign Connect is a push service used by
organizations that want to send real-time data
updates to internal listeners or external applications.
• An account can have a maximum of 300 Connect
configurations.
• DocuSign Connect currently supports the following
standard configurations. They are Salesforce, Box, One
Drive, eOriginal.

14. DocuSign connect
• As a DocuSign eSignature administrator, you can configure various account-specific settings
across your eSignature account.
• You can view and configure account settings, including billing details, envelope usage, account
profile items and other basic items.

15. Users & Groups
• As an eSignature administrator, you can add new users and
manage existing users on your eSignature account.
• There are three standard profiles they are DS Admin, DS
Sender, DS Viewer.
• In addition to standard profile admin can create custom
profiles in order to meet the requirements.
• Groups are mainly used for branding and template sharing
purpose.

16. Auditing & Bulk actions
• Account audit logs provide an easy way for eSignature
administrators to see changes to their account settings, billing
information, plan type and users.
• Administrators can export this information as a comma-
separated values (CSV) file.
• By default, the Account Audit log shows the account changes
from the past seven days.
• A maximum of 100 events are displayed in the audit log.

17. Time to win Prizes
1. How many stages are there in Agreement cloud ?
• 5
• 4
• 3
Answer : 4
2. DocuSign package is supported in which of the salesforce view?
• Salesforce Lightning
• Salesforce Classic
• Salesforce Classic & Lightning
Answer : Salesforce Classic & Lightning

18. Time to win Prizes
3. How many salesforce account can be connected in DocuSign Account?
• 2
• 1
• No limit
Answer : 1
4. How many standard profiles are provided by the DocuSign Account?
• 6
• 4
• 3
Answer : 3

19. Time to win Prizes
5.Is it possible to create custom profile in the DocuSign account?
• Yes
• No
Answer : Yes
6. What are the standard configurations supported in DocuSign connect?
• One Drive
• Box
• eOriginal
• All
Answer : All

20. Time to win Prizes
7. DocuSign belongs to ?
• Managed
• Unmanaged
• Open Source
Answer : Managed
8. what all are the Standard objects support DocuSign?
• Leads
• Opportunities and Contacts
• Contracts
• All the above
Answer : All the above

21. Time to win Prizes
9. What is the requirement for DocuSign?Managed
• A) DocuSign Demo Account
• B) Production Environment
• A and B
• None
Answer : A and B
10. Commonly DocuSign used for?
• Online Agreement
• Online Shopping
• Digital Signature
• Online Transaction
Answer : Digital Signature