HelloSign for Salesforce

Overview

• How to Sign up for a Free HelloSign for Salesforce Trial
• What is HelloSign for Salesforce?
• What is difference between HelloSign for Salesforce and HelloSign account?
• Requirements for HelloSign for Salesforce
• Can I use my existing templates in the HS for SF integration?

Setting Up

• How do I activate and configure HelloSign for Salesforce?
• How to surface the HelloSign button (Classic)
• How do I add the HelloSign Signature Request Layout (Lightning)?
• How do I create a template within Salesforce?
• Using Text Tags in HelloSign for Salesforce
• What is batch schedule and why do I need it?

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Troubleshooting

• Why can't I use templates in every object?
• What do we do if our Salesforce admin changes or HelloSign admin changes?