Salesforce Experience Cloud document generation and signing via DocuSign custom integration

Описание к видео Salesforce Experience Cloud document generation and signing via DocuSign custom integration

This video walks through setting up a flow that will allow users to generate documents and sign them without any DocuSign account. If you haven't already gone through the setup to make API calls to DocuSign via Named Credentials, go through this step first:    • DocuSign for Salesforce Integration P...  

You will also need to have DocuSign Apps Launcher installed, connected, and system sender specified if users without DocuSign accounts will be signing documents: https://support.docusign.com/s/docume...


Named Credentials Setup:    • DocuSign for Salesforce Integration P...  
Sample Code & Document: https://github.com/scooke-work/salesf...
ApexToolKit Embedded Signing: https://developers.docusign.com/docs/...
DocuSign Gen and * APIs: https://developers.docusign.com/docs/...
Doc Gen Template Tagging: https://support.docusign.com/s/docume...

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