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  2. HelloSign for Salesforce

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

  • Changing the date format when using HelloSign for Salesforce
  • Connected User Requirements and Considerations
  • Template Tips
  • Using Writeback Fields
  • Configuring Salesforce objects to use with HelloSign
  • Using Hellosign text tags in Salesforce
See all 18 articles

Troubleshooting

  • How to connect to HelloSign and Troubleshoot Connection Issues in Salesforce
  • 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?
See all 7 articles
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