DocuSign integration with Salesforce

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  • Опубліковано 6 лис 2024

КОМЕНТАРІ • 22

  • @monaverma7889
    @monaverma7889 8 місяців тому

    Can we have multiple docusign accounts connected to Salesforce simultaneously? So, partners/dept respective to their Docusign account can use?

  • @sunil_kumar_289
    @sunil_kumar_289 Рік тому +1

    Can this be achieved on LWC component Nikhil ?

  • @elysiangrowth
    @elysiangrowth 2 роки тому

    Awesome Nikhil thank you for this, saved me hours of time

  • @ayushmittal8707
    @ayushmittal8707 4 роки тому +1

    Hi Nikhil, Thanks for great video. Can you please make some more video on Integration which we can use in real time.

  • @iqbalbasha1
    @iqbalbasha1 2 роки тому

    Hi Nikhil thanks for video. My question is should admin add the fields every time before to send to the user. Can't we add the fields while we creating templates?
    Another question is can we send the document through programmatically or it is achievable only through manual activity?

  • @gaurichaudhari1201
    @gaurichaudhari1201 3 роки тому +1

    Thanks, Great video!

  • @sagarkamble6639
    @sagarkamble6639 3 роки тому

    Can it be possible just what the changes made about particular field in docksign will reflect in Salesforce object field coz I have that kind of requirement

  • @victormitra6747
    @victormitra6747 3 роки тому

    Can you please help me on one thing,what if I want to make it dynamic,I want the recipient to be dynamic

  • @AnjaliSingh-uj4ni
    @AnjaliSingh-uj4ni 2 роки тому

    Hi Nikhil.. Thanks for your videos bt could u provide some more videos on integration like google drive integration,integration for sending SMS through mobile number, integration for payment or some real scenarios used in real project

  • @zahidhashmi8081
    @zahidhashmi8081 4 роки тому

    Awesome Nikhil. Kindly make video with rest API in integration

  • @renitafernandes7836
    @renitafernandes7836 3 роки тому

    Can you make a video on how to map roles in docusign

  • @henryesparza8663
    @henryesparza8663 2 роки тому

    Is there a way to automatically upload the completed pdf to the files in salesforce?

  • @dbjbkbkb
    @dbjbkbkb 3 роки тому

    Hello, I am sending a document from contact, but nothing is showing up on "DocuSign status" on contact(related list), instead, it's showing up on the "DocuSign status" on account related to the contact. Do you have any idea why this is happening?

  • @pritihiranandani8009
    @pritihiranandani8009 4 роки тому

    Hello sir
    I am not able to create Custom tab and also it is not updating 'DocuSign Recipient Status' after sending DocuSign to customer
    Please replay me

  • @gaurichaudhari9310
    @gaurichaudhari9310 3 роки тому

    Thank you! nice video.

  • @roysan896
    @roysan896 4 роки тому

    i need it little different way can you help me.. once the dic opens ..upon acceptance it will ask my login ...once this is done i will then it will be verified..

    • @nikhilkarkra1810
      @nikhilkarkra1810 4 роки тому

      You want document to be password protected.?

    • @roysan896
      @roysan896 4 роки тому +1

      @@nikhilkarkra1810 yes kind of ..also i want to know some DocuSign integration example where i need to call rest api ? can ypu please help me or demonstrate one example please where we need code involvement... please...

  • @bharatvyas2667
    @bharatvyas2667 4 роки тому

    Great.

  • @howiestone9987
    @howiestone9987 3 роки тому

    Lots of reading out what you're clicking on, but not explaining why, or what the feature does (e.g. the whole of Custom Tags).
    The signature field should have been part of the template. If it's sent 100 times, having 100 people drag the signature, date, and name fields would be drastically inefficient, so it's a poor example of how to use the software.
    Plus nothing about writeback or prefill.

  • @susharanbanerjee8949
    @susharanbanerjee8949 2 роки тому

    Boss you are too slow. Need to speed up. I am exiting from your video.