DocuSign for Salesforce Administration Training Webinars


This webinar is designed to give DocuSign for Salesforce administrators the basic skills to integrate and use the two applications. For advanced training on this topic, consider attending the DocuSign for Salesforce Administrator Certification.


Time Training
00:00 Introduction
0:45 Installation
3:29 Configuration
4:32 DocuSign Admin Tab
10:10 Sending a document with DocuSign
12:58 DocuSign Connect
16:10 Custom Tags with Merge Fields
22:55 Automatic Anchor Tags
29:54 Introduction to Custom Buttons