HelloSign for Salesforce
Overview
- How to cancel signature requests and avoid callback errors
- Using the Hellosign for Salesforce integration with an iPad, tablet, or mobile device
- How to Sign up for a Free HelloSign for Salesforce Trial
- Requirements for HelloSign for Salesforce
- Can I use my existing templates in the HS for SF integration?
Setting Up
- Connected User Requirements and Considerations
- Template Tips
- Using Writeback Fields
- Configuring Salesforce objects to use with HelloSign
- Using Hellosign text tags in Salesforce
- Default Templates
Troubleshooting
- Org updates and modifications that impact HelloSign functionality
- 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?