Integrations

  • DocuSign;
    • Integration and configuration
    • Security
    • Signing order
    • Workflows setup on salesforce side
    • Fields mapping
  • Jira integration (1st line) – apex class that make the system create ticket on any condition met in salesforce;
  • Email integration;
  • Gmail / Google Apps integration;
  • Pardot;
    • Configuration
    • Integration
    • Leads/prospects/campaigns sync
    • Cross workflows setup
    • Fields setup
    • Buttons setup
    • Technical guide
  • SpringCM;
    • Integration
    • Configuration
    • Buttons setup on Salesforce side
    • Implementation in Lightning version of Salesforce
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