Explore DocuSign at Trailhead - Your Sneak Preview

We’re back and bigger than ever! November 19–22, The DocuSign API team will be camped out in the Trailhead expo at Dreamforce 2019. Our army of volunteers will be ready to brief you on our suite of Salesforce-specific products, answer all of your burning questions, and help you prepare for a successful integration.

If you can’t make it to Dreamforce this year, don’t fret. For the first time ever, our team is offering you the opportunity to engage with us online during the week-long event.

Tune in to the #DocuSign Livestream on @DocuSignAPI

On each day of Dreamforce, Lauren Dunne, Senior Salesforce Evangelist, will be going live from our @DocuSignAPI twitter handle at 1pm Pacific / 4pm Eastern time. We will be bringing the Dreamforce experience directly to you! Expect Dream Campus tours, plenty of demos, and some cool #Trailblazer activities. Mark your calendars and head over to @DocuSignAPI beginning on Tuesday, November 19th to learn more. You can also follow along with the hashtag #DocuSignLive.

Complete, brand new self-paced courses with DocuSign University

Beginning on Tuesday morning, November 19, you will be able to access our coursework on the Agreement Cloud for Salesforce online. Learn how to send, sign, and manage envelopes using DocuSign eSignature for Salesforce Essentials. Use Gen for Salesforce to create and use Gen Templates. Developers can further customize their eSignature workflows by utilizing our Apex Toolkit, a full-featured toolkit for Salesforce developers to customize functionality from within Salesforce apps and processes.

There will be a fourth course. We’ll keep that one secret for now…

Our Trailhead presence

Our team will be discussing the many ways developers and admins can maximize their use of our Agreement Cloud for Salesforce. If you like what DocuSign eSignature did for your business, you will love the DocuSign Agreement Cloud.

Admins will find that all of our products are easy to set up and easy to maintain. Both developers and admins can use our integration with Process Builder to create powerful workflows with clicks, not code. And when code is necessary, the Apex Toolkit enables developers to further customize and configure eSignature functionality right in Salesforce.

Learn and earn! Yes, there will be swag.

In true Trailblazer fashion, our presence on the floor will be entirely gamified to ensure that you get the very most from your conversations with us. Let our game board (pictured above) be your guide! Earn progressively better swag as you deepen your understanding of our products. Complete an activity. Earn a prize. It’s as simple as that.

What activities will we provide?

After receiving your mission card in our booth, you’ll get to start your journey from a list of suggested activities (pictured above). After completing each activity, make sure you collect a hexagon game piece from a volunteer, drop it into the corresponding position in the board,  and show your board to a swag representative in the DocuSign booth to redeem special swag per activity. If you collect all of the hexagons, you’ll earn our grand prize!

Ready to get started? Stop by our booth to collect your mission card and start your adventure.

Can you tell me more about each of these activities?

Watch a demo

In the booth, we will be demonstrating how both developers and admins can make the most of our Agreement Cloud for Salesforce. Start off by learning all about our Apex Toolkit (effectively a Salesforce SDK), a set of predefined Apex methods, classes, and utilities that encapsulate a set of the DocuSign eSignature REST API. Then, learn how to generate, negotiate, sign, manage, and act on your business agreements from within Salesforce.


There are a ton of opportunities to learn outside of our booth. For your convenience, we’ve included a schedule (pictured above). Navigate to the Agenda Builder to bookmark each session before Dreamforce begins. Here are a few of our sessions specifically designed to brief our Salesforce developer community…

DocuSign Agreement Cloud for Salesforce 

In this 40-minute long session, Marshall Nam, Yiting Zheng, and Chris Van Horn will be introducing the DocuSign Agreement Cloud for Salesforce. This product set enables you to generate, negotiate, sign, manage, and act on your business agreements from within Salesforce. Come learn about how DocuSign uses the Agreement Cloud to optimize our customers' Sales, HR and Service processes, including brand-new products introduced during Dreamforce.

Bookmark this session in Agenda Builder!

DocuSign Apex Toolkit for Salesforce

Interested in how you can empower developers to extend your Salesforce application for their own custom applications? Vineet Puranik is here to provide details behind the development of the DocuSign Apex Toolkit, including tips and tricks for developing and managing an extensible Apex solution.

Bookmark this session in Agenda Builder!

Invocable Methods + DocuSign Apex Toolkit for Salesforce

Calling all admins! DocuSign has always been the premier eSignature solution for Salesforce, but with new Invocable eSignature methods in Process Builder, you can now send documents for signature triggered by any action within Salesforce. Debadyuti Sil will be on site to teach you how a combination of Process Builder actions and the DocuSign Apex Toolkit for Salesforce can automate business agreements for your organization.

Bookmark this session in Agenda Builder!

Mini Hack 

Unlock the power of DocuSign eSignature for Salesforce and Process Automation by leveraging our Invocable Actions. This feature enables Salesforce Administrators to automate the sending of DocuSign Envelopes within their Salesforce instance.

Ready to get started? Stop by the Mini Hack Basin in the Trailhead expo to get started.

DocuSign after Dark 

Join us at the premier Developer and Admin happy hour on Wednesday from 6:00 to  8:00 p.m. at the W Hotel. Expect great food, specialty drinks, exclusive swag, great demos and an in-depth look at our new products. Make sure to bring your Dreamforce badge!

Register here.

As always, be sure to check out all our other great DocuSign developer resources:

Matthew Roknich is a Developer Evangelist and a lifelong problem solver. His current projects outside of DocuSign involve advanced IoT and sustainability. He can be found on a soapbox talking about the Agreement Cloud APIs at a variety of developer conferences, hackathons, and meetups.

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