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 a separate browser 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 Admins Only. (Note: Install for Admins Only ensures users are not granted full access to the HelloSign app. Use HelloSign's permission sets to provide the correct level of access to your 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.