Salesforce Integration with Drop Box (HelloSign) Hello friends, Drop Box Sign (formerly known as Hello Sign) is an e-Signature solution application which lets you send, sign, and store important documents in one seamless workflow. In this article I am going to demonstrate how you can reuse this solution within Salesforce by integrating the Hello Sign. The use case: A salesforce user want to send the contract document to the client from the Account record and expects client to e-signature it. After client signs the document the signed copy should automatically get attached to the Account record that triggered the signature process. Solution Design: Install the required managed package of HelloSign. Then connect your HelloSign Account with Salesforce. Add HelloSign provided button on Account Page layout. Assign the necessary permission provided by HelloSign to the salesforce User to provide access to the HelloSign solution. Define your template of the contract document. ...
Multi-Factor Authentication (MFA) in Salesforce: Today, to login to the Salesforce, the user has to enter user name and password. Sometime, in addition to the user name and password, a verification code may also be needed if the user has enabled the verification method. Verification code can be received in phone SMS or on registered email. But above authentication measures like user name, password and verification code are not safe and can be breached. Therefore, Salesforce has added one more security layer to authenticate the entry of the user in the salesforce. This new authentication layer is called MFA (Multi-Factor Authentication). MFA can be achieved by using any of the below methods 1. By using the Salesforce Authenticator app in the smart phone 2. By using the U2F security key (physical device) 3. By using the Third Party One Time password generator app. ...