DocuSign Cloudstock Session 2 - No Code
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Agenda
- The DocuSign Process- Delivering Business Results- DocuSign Company- DocuSign for Salesforce- Current document completion process- The Cloud Universe - Different ways to integrate DocuSign with Salesforce.com- First Mode - Connect- Second Mode - Embedd
- Getting DocuSign AppExchange package- Setting up a DocuSign account- Setting up data feeds.- Adding DocuSign buttons- Sending with DocuSign for Salesforce- Lessons Learned- Complete Path to Success- Sales Channel and Promotion- Q&A
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1 2 3
Fast. Simple. Complete. The Leader.
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Delivering Business ResultsEnterprise Class e-Signature Platform
Workflow Document Mgt Document Processing
Business Value
Accelerate Business Drive Efficiency Gain Insight & Visibility
“DocuSign makes us heroes to our Customers”
Collaboration
Perry BakkeManager, International Contracts | Cisco Communications, Inc
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DocuSign Today• Growing at 100%+
• Over 8M active signers
• 40,000+ customers
• Enterprise multi-tenant architecture • Award Winning Technology
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The World is DocuSigningFortune 500
Other Notable Companies that Selected and use DocuSign Today
Foreign Owned Customers that Selected and use DocuSign Today
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Current document Completion Process
Ground: • Slow processing• No visibility• No control
Manage Leads Opportunities Accounts
Forecasting Reporting Workflow
• Universal access• Centralized control• Excellent visibility
Cloud:
How do you get these steps done?
?
Secure Delivery
Signature Workflow
Return Data and Docs
Secure Delivery
Signature Workflow
Return Data and Docs
Secure Delivery
Signature Workflow
Return Data and Docs
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Cloud to Cloud Computing Salesforce/DocuSign
Leads Opportunities Accounts
Forecasting Reporting Workflow
Secure Delivery
Signature Workflow
Return Data and Docs
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Cloud Universe (partial)
Platform as a Service
Middleware as a Service
Software as a Service
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Different ways to integrate DocuSign with Salesforce.com
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First Mode - ConnectSend to DocuSign with 1 Click
Automatically get status and data back.
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Second Mode - Embed
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AppExchange Download Options
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DocuSign Account Set Up
Creating a new DocuSign Account
You have a DocuSign Account
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Connecting DocuSign with Salesforce
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What to look for when DSfSF appears broken and Mapping of Data
DocuSign default objects
Custom Object
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Editing Page Layouts
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DocuSign Status• DocuSign Status Tab• Related Lists
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Managing UsersEnabling Users to ‘Send with DocuSign’
Disabling Users from using DocuSign for Salesforce
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Sending with DocuSign for Salesforce
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User Can Also Access DocuSign Directly with the Password they created
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Lessons Learned• Minimize Freeform Text Entry• Test large datasets• Support all the objects in Force.com• Support as many of CRUD options as you can DocuSign
supports– Create– Update– Read
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Complete Path to Success
• Free Sandbox Account• SDK• Sample Code• Certification process &
Testing support• Forums• Webinars• Professional Services
– Over 350 Integrations– Design, Architecture and
Implementationwww.docusign.com/dev center
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Sales Channel and Promotion
• Extend beyond your Appexchange Listing with DocuSign Marketplace
• Audience of 40,000 DocuSign Paid accounts and > 8 million signers
• Joint press release• Partner DocuSign Account
Mgr/Sales training• Partner Events• Finder’s fee…15% of first year
subscription for all referrals www.docusign.com/marketplace
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Questions?
Force.com Zone (Tomorrow)
• Kiosk #2 (next to your Java fix)• Questions about our API• Meet DocuSign Technical
Evangelists:– Mike Borozdin– Julia Ferraioli– Craig Smith– Veronica Lentfer
• Get Started at www.docusign.com/devcenter
Cloudstock• Demo Pod #24
• Product Demos• Sandbox Signups• T-Shirts
• Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm
• API Basics to DocuSign-enable your App in 45 minutes 11:30am
• Lessons Learned building the first Cloud-based e-Signature Company 2:30pm
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