How to Create Custom Buttons to Send Documents for Signature in Salesforce
You can create and add a custom Salesforce button to send signature request from a Salesforce record. This button can be configured for Salesforce standard and custom objects.
Before creating the custom button, ensure that:
- You have created template for that salesforce object.
- Permission to create custom button and layout changes for Salesforce object.
Make sure, you have connected to BoldSign for sending the signature requests.
Follow the below steps to create custom button for a template in Salesforce object.
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Open the BoldSign Templates tab and copy the template id, which you need to create custom button.
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Click the Gear icon and navigate to the Salesforce Setup page.
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Navigate to the Object Manager and search for the object to create custom button. Example: Opportunity, Account, Contact, or a custom object.
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In the Object Manager menu, click Buttons, Links, and Actions. and Click New Button or Link.
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Configure the button details and enter the following values:
- Display type as Detail Page Button
- Behavior as Display in existing window without sidebar or header
- Content Source as URL
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In the text field Paste the Below URL and edit the following,
https://<domain>/lightning/cmp/BoldSignDev__BoldSignTemplateSender?c__templateId=<template-id>&c__recordId=<record-id>Replace
with your Salesforce domain URL, with the BoldSign Template ID copied in Step 1, and insert the current record ID using the Insert Merge Field option.
Review the URL configuration. Click Save and OK
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Navigate to Page Layouts, open the required layout, and drag the newly created button into the Custom Buttons section. Then click Save.
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Open a record from the configured object and Verify that the custom button is visible on the page.
The BoldSign Template Send page opens and automatically populates the current Salesforce record ID.
Expected Result
After completing these steps:
- A custom button is available on the Salesforce record page.
- Clicking the button launches the BoldSign Template Send page.
- Users can initiate the document signing process directly from the record.
Notes
- Ensure that BoldSign is connected and the selected template is configured.
- Ensure that the Salesforce Domain, Template ID, and Record ID are configured correctly before saving the button.
- If the button is not visible, verify that it has been added to the correct page layout and that users have access to that layout.
