Learning Salesforce With Pranav

Hello All, here’s another Blog that helps Salesforce Users to send their data in the form of a document for  Electronic   Signature . So my blog describes the very simple way of doing this functionality by using two Third-Party platforms, One is  WebMerge  that generates the document containing the Salesforce record data and Second is  DocuSign  that helps in e-Sign via WebMerge. In this functionality, WebMerge plays a role of a connector between Salesforce and DocuSign. Please follow the below steps to send Salesforce record data for e-sign to DocuSign with WebMerge. Step 1:  Install WebMerge package from  AppExchange + Step 2:  Create and setup your documents in WebMerge by clicking on the tab “ WebMerge Documents ” + Step 3:  Also, setup deliver setting. Click on “ +New Delivery ” button and choose DocuSign from the list of delivery methods available + Also, setup the email address of the signee and the email...

Here in this blog, we are using  Salesforce Record data  to be saved to  Google Drive via  WebMerge  Document. Please follow the below steps for sending Salesforce data with merge fields via WebMerge: Click on  WebMerge Documents  tab. Create  New Document . Choose your Document Type and Click on  Create Document . Format a Document and click on  Save   and   Next  button. Under Settings section,  Name your document, select Output type ‘PDF’, Timezone and Status . And click on  Save and Next  button. Select the  Deliver  tab and click on  New Delivery  button and select  Google Drive . + Connect with your Google Drive. + Fill the Google Drive Account, Folder(you can select subfolder also) and click on  Save Delivery  button. + Now open  WebMerge Mappings  tab in salesforce. + Click on  New WebMerge Mapping . + Fill the pa...