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