How to enable Salesforce integration in your account?

BoldSign seamlessly integrates with Salesforce, enabling your team to send documents for e-signature, track their status in real time, and manage signed agreements directly within the Salesforce platform.

1. Open BoldSign settings

   • Expand the Settings menu and choose Integration to access the integration page.

2. Find and enable Salesforce

   • Locate the Salesforce card in the list of available integrations and click the Enable button.

3. Review integration details

   • A confirmation dialog will appear, showing any additional charges that may apply based on your current plan.

4. Confirm activation

   • If you agree with the terms, click Yes, Enable to activate the integration.

5. Start using Salesforce integration
   • Once enabled, you can send, sign, and monitor documents directly within Salesforce.
   • You can also access BoldSign inside Salesforce by clicking the AppExchange link available in the Salesforce integration card.

Disable integration

• If you ever need to disconnect Salesforce, just click the Disable button on the Salesforce integration card.
• Once Salesforce is disabled, the integration will stop working and cannot be used until re‑enabled.

Next, to get started with the BoldSign and Salesforce integration, check out this article: Salesforce Admin Guide: How to Install BoldSign for Salesforce Application.