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. ...
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