Follow these quick and easy steps to get HelloSign for Salesforce configured in no time at all. HelloSign for Salesforce works with both Salesforce Classic and Salesforce Lightning Experience.
- Install HelloSign for Salesforce through the Salesforce AppExchange. *Do not access the AppExchange through your Salesforce account, access in separate tab.
- Once located, click 'Get it Now'.
- On the next screen which will pop up, confirm all of your information is correct and click agree to 'Terms and Conditions'.
- Select Install for all users.
- Approve third party access.
- Once the install is complete you will be notified via email. You'll then need to Connect your HelloSign account to your Salesforce account.