This post provides a technical guide on building agentic agreement workflows by integrating Salesforce Agentforce with Docusign IAM.

Learn how to call the Agreement Manager API from an Agentforce agent using a custom Apex class and named credentials.

Learn to configure your authentication in Salesforce so you can call any Docusign API from an Apex class.

To ground Agentforce with real agreement data, you sync Agreement Manager records into structured Salesforce fields using Named Credentials, Apex callouts, and a headless Lightning Web Component (LWC). This post walks through each component, from the service class to the Prompt Template.

Learn how document visibility settings work and how to control them in complex scenarios via the eSignature REST API.

Discover details of how to set up the embedded signing recipient view and troubleshoot problems with your envelopes.