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Automate with DocuSign and Salesforce Process Builder | Developer Education

41.9K views
Mar 11, 2021
6:20

DocuSign's Senior Salesforce Advocate Lauren Dunne walks you through how to leverage the Salesforce process builder to automatically send a contract when an opportunity changes status. Resources DocuSign Envelope Configuration and Salesforce Process Builder: https://bit.ly/3bYcWRU DocuSign Developer Center: https://bit.ly/2OntMSt Using Process Builder: https://sforce.co/2MFnNaZ Admin Guide: http://bit.ly/3t81nP0 Quick Start: Process Builder: https://sforce.co/3e6AYtk ____________________________________________________ Visit the Dev Center to see all of our resources: https://bit.ly/DocuSignDeveloperCenter Get a Developer Sandbox account: https://bit.ly/DocuSignDevSandbox Subscribe to our YouTube channel: https://bit.ly/YouTubeSubscribeDocuSignforDev Follow us on Twitter: https://bit.ly/DocuSignAPITwitter   Follow us on Twitch: https://bit.ly/DocuSignAPITwitch Follow us on LinkedIn: https://bit.ly/DocuSignforDevLinkedIn   Follow us on Facebook: https://bit.ly/DocuSignAPIFacebook    Check out our blog: https://bit.ly/DocuSignDevBlog   Signup for our monthly Developer Newsletter: https://bit.ly/DocuSignDevNewsletter

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Automate with DocuSign and Salesforce Process Builder | Developer Education | NatokHD