docusign cloudstock session 2 - no code
DESCRIPTION
DocuSign eSignature service allows you to leverage your Salesforce solution and go completely paperless. In this presentation we will connect Salesforce objects to DocuSign without writing any code.TRANSCRIPT
Agenda
- The DocuSign Process- Delivering Business Results- DocuSign Company- DocuSign for Salesforce- Current document completion process- The Cloud Universe - Different ways to integrate DocuSign with Salesforce.com- First Mode - Connect- Second Mode - Embedd
- Getting DocuSign AppExchange package- Setting up a DocuSign account- Setting up data feeds.- Adding DocuSign buttons- Sending with DocuSign for Salesforce- Lessons Learned- Complete Path to Success- Sales Channel and Promotion- Q&A
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Fast. Simple. Complete. The Leader.
Delivering Business ResultsEnterprise Class e-Signature Platform
Workflow Document Mgt Document Processing
Business Value
Accelerate Business Drive Efficiency Gain Insight & Visibility
“DocuSign makes us heroes to our Customers”
Collaboration
Perry BakkeManager, International Contracts | Cisco Communications, Inc
DocuSign Today• Growing at 100%+
• Over 8M active signers
• 40,000+ customers
• Enterprise multi-tenant architecture • Award Winning Technology
The World is DocuSigningFortune 500
Other Notable Companies that Selected and use DocuSign Today
Foreign Owned Customers that Selected and use DocuSign Today
Current document Completion Process
Ground: • Slow processing• No visibility• No control
Manage Leads Opportunities Accounts
Forecasting Reporting Workflow
• Universal access• Centralized control• Excellent visibility
Cloud:
How do you get these steps done?
?
Secure Delivery
Signature Workflow
Return Data and Docs
Secure Delivery
Signature Workflow
Return Data and Docs
Secure Delivery
Signature Workflow
Return Data and Docs
Cloud to Cloud Computing Salesforce/DocuSign
Leads Opportunities Accounts
Forecasting Reporting Workflow
Secure Delivery
Signature Workflow
Return Data and Docs
Cloud Universe (partial)
Platform as a Service
Middleware as a Service
Software as a Service
Different ways to integrate DocuSign with Salesforce.com
First Mode - ConnectSend to DocuSign with 1 Click
Automatically get status and data back.
Second Mode - Embed
AppExchange Download Options
DocuSign Account Set Up
Creating a new DocuSign Account
You have a DocuSign Account
Connecting DocuSign with Salesforce
What to look for when DSfSF appears broken and Mapping of Data
DocuSign default objects
Custom Object
Editing Page Layouts
DocuSign Status• DocuSign Status Tab• Related Lists
Managing UsersEnabling Users to ‘Send with DocuSign’
Disabling Users from using DocuSign for Salesforce
Sending with DocuSign for Salesforce
User Can Also Access DocuSign Directly with the Password they created
Lessons Learned• Minimize Freeform Text Entry• Test large datasets• Support all the objects in Force.com• Support as many of CRUD options as you can DocuSign
supports– Create– Update– Read
Complete Path to Success
• Free Sandbox Account• SDK• Sample Code• Certification process &
Testing support• Forums• Webinars• Professional Services
– Over 350 Integrations– Design, Architecture and
Implementationwww.docusign.com/dev center
Sales Channel and Promotion
• Extend beyond your Appexchange Listing with DocuSign Marketplace
• Audience of 40,000 DocuSign Paid accounts and > 8 million signers
• Joint press release• Partner DocuSign Account
Mgr/Sales training• Partner Events• Finder’s fee…15% of first year
subscription for all referrals www.docusign.com/marketplace
Questions?
Force.com Zone (Tomorrow)
• Kiosk #2 (next to your Java fix)• Questions about our API• Meet DocuSign Technical
Evangelists:– Mike Borozdin– Julia Ferraioli– Craig Smith– Veronica Lentfer
• Get Started at www.docusign.com/devcenter
Cloudstock• Demo Pod #24
• Product Demos• Sandbox Signups• T-Shirts
• Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm
• API Basics to DocuSign-enable your App in 45 minutes 11:30am
• Lessons Learned building the first Cloud-based e-Signature Company 2:30pm