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

• Using Hellosign text tags in Salesforce
• Configuring Salesforce objects to use with Hellosign
• Default Templates
• How to Install HelloSign for Salesforce
• Connecting HelloSign to Salesforce
• How to surface the HelloSign button (Classic)

See all 14 articles

Troubleshooting

• Using merge fields with the Hellosign for Salesforce integration
• "Insufficient Privileges" error page
• "Unauthorized API Key" error in Salesforce when viewing Hellosign error logs
• Why can't I use templates in every object?
• What do we do if our Salesforce admin changes or HelloSign admin changes?