Admin Guide - SalesForce Connector

Owned by Valentina Reyna
Last updated: May 07, 2024
1 min read

After the eSignAnyWhere connector installation, a Salesforce admin user must apply some simple configurations before starting to use this app.


Mandatory configurations to enable your organization to use the connector:

  • Configure the eSAW instance and defaults values in Application Setting tab - See also the Application Settings for detailed information.

Optional configurations useful to use the connector:

  • Configure the info to automatically retrieve eSAW recipient from Salesforce Objects (note that Contact, Lead and User are preconfigured) - See also the Recipient Settings.
  • Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration.
  • Configure "Send for Signature" action in SalesForce object that you want to use as starting point to send envelopes - See also the Sending Envelope From Parent Record Configuration.

Overview