Integrate a DocuSign Envelope Configuration with Salesforce Process Builder

Learn how to automate a DocuSign eSignature integration with Salesforce using Process Builder.

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About this course

Self-Paced
Language: English
Estimated time: 15 minutes

Salesforce Process Builder allows you to easily automate business processes in Salesforce by adding triggers, criteria, and actions through an easy to use interface. DocuSign actions can be added to the Process Builder to automate your agreement processes, leverage DocuSign workflow features, save time and reduce the risk of human errors. After reviewing this course, you will be able to use Salesforce Process Builder with a DocuSign Envelope Configuration to automate your agreement processes.

About this course

Self-Paced
Language: English
Estimated time: 15 minutes

Salesforce Process Builder allows you to easily automate business processes in Salesforce by adding triggers, criteria, and actions through an easy to use interface. DocuSign actions can be added to the Process Builder to automate your agreement processes, leverage DocuSign workflow features, save time and reduce the risk of human errors. After reviewing this course, you will be able to use Salesforce Process Builder with a DocuSign Envelope Configuration to automate your agreement processes.