BoldSign and Salesforce Integration
The Salesforce and BoldSign integration enables users to send, track, and manage eSignature documents directly from Salesforce using BoldSign, removing the need to switch between applications.
With this integration, users can initiate signature requests directly from Salesforce records, use predefined BoldSign templates or create new ones, and track document progress in real time. Each document is automatically linked to the appropriate Salesforce record, improving visibility, streamlining workflows efficiently.
Note: This integration is currently in beta.
Key Features
- Create reusable templates for Salesforce objects
- Map template roles to different recipient source options
- Map Salesforce object fields to BoldSign template fields
- Select recipients from multiple source options
- Prefill documents with Salesforce data to avoid manual entry
- Track document status in real time
- Automatically save completed documents to the Notes & Attachments section
- Invite Salesforce users to BoldSign
System Requirements
To use BoldSign effectively within Salesforce, ensure the following:
Supported browsers
- Microsoft Edge
- Google Chrome
- Safari
Supported Salesforce objects
- Account
- Contact
- Lead
- Opportunity
BoldSign account requirements
To activate and use the BoldSign integration with Salesforce, the admin must have one of the following BoldSign plans:
- Business Plan (Trial or Paid)
- Premium Plan (Trail or Paid)
To use this feature, the Salesforce Add-on must be enabled. Additional charges are applicable.
If you are using BoldSign custom plan, please contact us at [email protected] to enable the Salesforce integration for your account.
Next, to enable Salesforce integration from BoldSign application, check out this article:
How to enable Salesforce integration in your account?
