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Installation & Setup
Artikelen in de categorie “Installation & Setup”.
Installation & Setup
- InstallationEverything a Salesforce Admin needs to deploy @Sign. Detailed instructions on package installation, lightning component configuration, and secure data mapping.
- Permission SetsLearn how to use our Managed Permission Set model to simplify Salesforce administration. Ensure secure, zero-configuration access to your CRM data with @Sign.
- Zoho Sign ConnectionLearn how to securely bridge your Salesforce environment with your Zoho Sign account. Configure OAuth, Remote Site Settings, and real-time status updates for automated document workflows.
- Sign TemplatesManage Zoho Sign templates directly within Salesforce. Use the @Sign internal editor to streamline your workflow, keeping document design and CRM data in one central location.
- Sign MappingsAutomate your document workflows by mapping Salesforce fields to Zoho Sign templates. Eliminate manual data entry and ensure accurate, personalized contracts using @Sign’s core automation engine.
- Sign FormsExtend @Sign to external users with Sign Forms. Generate public URLs and hosted forms to collect signatures and data that sync directly back to your Salesforce records.
- LWC ComponentAdd the @Sign Lightning Web Component to your Salesforce record pages. Empower users to send documents, track real-time signature progress, and access files without leaving the record.
- WebhooksEnable Webhooks to trigger instant Salesforce updates when documents are viewed or signed. Learn how to configure Salesforce Sites and Zoho Sign for a truly live data experience.