Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Save to My Library
Look up keyword
Like this
2Activity
0 of .
Results for:
No results containing your search query
P. 1
DocuSign Connect for Sales Force Configuration

DocuSign Connect for Sales Force Configuration

Ratings: (0)|Views: 560 |Likes:
Published by Mike Borozdin
DocuSign Connect for Salesforce is a technology that, at a basic level, enables the display of DocuSign Envelope status in your Salesforce account. Whenever designated events happen in the lifetime of an envelope, for example, when a recipient signs a document, the DocuSign service connects to Salesforce, using credentials that you provide, and updates a status record. This technology can also be customized so that it can update or insert virtually any object that you have available in Salesforce installation – Accounts, Opportunities, Cases, Contracts, Leads, Contacts, as well as custom objects that you may have created.
DocuSign Connect for Salesforce is a technology that, at a basic level, enables the display of DocuSign Envelope status in your Salesforce account. Whenever designated events happen in the lifetime of an envelope, for example, when a recipient signs a document, the DocuSign service connects to Salesforce, using credentials that you provide, and updates a status record. This technology can also be customized so that it can update or insert virtually any object that you have available in Salesforce installation – Accounts, Opportunities, Cases, Contracts, Leads, Contacts, as well as custom objects that you may have created.

More info:

Published by: Mike Borozdin on Feb 01, 2011
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

02/01/2011

pdf

text

original

 
DocuSign Connect for Salesforce GuideDocuSign Connect for SalesforceConfiguration Guide
 
Overview 
DocuSign Connect for Salesforce is a technology that, at a basic level, enables the display of DocuSignEnvelope status in your Salesforce account. Whenever designated events happen in the lifetime of anenvelope, for example, when a recipient signs a document, the DocuSign service connects to Salesforce,using credentials that you provide, and updates a status record. This technology can also be customizedso that it can update or insert virtually any object that you have available in Salesforce installation –Accounts, Opportunities, Cases, Contracts, Leads, Contacts, as well as custom objects that you may havecreated.
Table of Contents
 
DocuSign Connect for Salesforce Guide2 DocuSign, Inc.
 Associating a DocuSign Envelope with Salesforce Objects
The DocuSign Connect for Salesforce technology has two components:
 
the Connect Engine
 
DocuSign Connect QuickStartThe Connect engine is a part of the DocuSign Service and is already installed but it will need to beconfigured on your account.The DocuSign Connect QuickStart is a Salesforce AppExchange™ package that can be installed in yourSalesforce account. This package contains two custom objects that store status information for DocuSignEnvelopes and Recipients, and the associated Tabs, Reports, and Dashboards to present the data.These two pieces work together – the Connect Engine sends the data from DocuSign to Salesforce, andthe QuickStart package displays the data on a Tab.
Data Mapping Schematic for DocuSign Connect
DocuSign OnlineSigning ServiceDocuSign Connectfor SalesforceQuickStartSalesforce
AccountOpportuintyContractCaseContactLeadEnvelopesRecipientsDocuSignStatusDocuSignRecipientStatus
LegendParent-Child Element RelationshipStatus Flow
 
 
DocuSign Connect for Salesforce Guide3 DocuSign, Inc.With default installation of the QuickStart package you can associate the DocuSign Status objects with thestandard Salesforce Accounts, Opportunities, Cases, and Contracts. The rules for specifying which objectsa particular Envelope is associated with depend on which DocuSign client you are using to send theEnvelope – either DocuSign Professional Advanced Edition Desktop Client Application with IntegratedTemplate Matching and Intelligent Document Recognition (DSPAEDCAITMIDR) or the DocuSignProfessional Standard Edition Web Client also now with Integrated Template Matching and IntelligentDocument Recognition (DSPSEWCITMIDR) (also available for DSPAEDCAITMIDR users).
Salesforce Object Lookup
This section discusses the Salesforce object lookup for both the DocuSign Professional Standard EditionWeb Client and the DocuSign Professional Advanced Edition Desktop Client.
DocuSign Professional Standard Edition Web Client:
When a DocuSign Envelope is being prepared, the service will check to see if the user sending theEnvelope is configured for DocuSign Connect use. You can enable users in the DocuSign ConnectConfiguration screen, as shown below.
Note:
The Salesforce Username that is listed here determines the context for all Salesforceoperations – looking up users, accounts, opportunities, etc.If the current user is enabled, then a series of drop-down lists are displayed on the Envelope Documentwindow.These drop-down lists present the user with choices for Accounts, Opportunities, Contracts and Cases. Thedrop-down lists are initially empty and choices are added to the lists based on the Recipients added tothe Envelope.When a Recipient is added to an Envelope, several things occur. First, the service attempts to locate theRecipient in Salesforce. If the Recipient was selected from the Salesforce address book, the service

Activity (2)

You've already reviewed this. Edit your review.
1 thousand reads
1 hundred reads

You're Reading a Free Preview

Download
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->