The @Sign package is a native Salesforce application. Installing the package is the first step to connecting your Zoho Sign workflows directly into your Salesforce environment.
Prerequisites
- A Salesforce Org (Production, Sandbox, or Developer Edition).
- Administrative Privileges in Salesforce
- A Zoho Sign account
Installation links
The @Sign integration is built on a modular architecture consisting of two parts: @Core and @Sign. To ensure a successful setup, you must follow the specific installation sequence outlined below.
It is crucial that you install the @Core package first. The @Sign package relies on the core framework to function; installing them out of order will result in an installation error.
Head over to the Salesforce AppExchange and find the @Sign listing to get started.
Salesforce AppExchange
Click the 'Get It Now' button to begin the installation process.
Complete the form and click 'Visit Provider' to be redirected to the @Sign installation page.
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Important: Before installing @Sign, you must install @Core first. It contains the essential components @Sign depends on — skipping this step will cause an installation error.
Install @Core
Choose the right installation link for your environment: use the Sandbox link for sandbox, scratch, or partial orgs, and the Production link for production or developer orgs.
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Install @Sign
With @Core in place, you're ready to install the @Sign package. Follow the same process and select the link that matches your Salesforce environment.
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