📖 Table of contents
You can connect your Salesforce account to your Yousign account: you’ll be able to use your Salesforce contacts in your signature requests, templates, and forms, to add them as signers, approvers, or followers in one click.
Discover Salesforce contacts connector
Salesforce contact connector allows you to leverage directly in Yousign all your Salesforce contacts to save time when creating your signature requests. You don’t have to copy and paste all your contact information: if they are available on Salesforce, everything is accessible directly in Yousign.
Your Salesforce contacts data are not stored in Yousign: Yousign leverages contacts for signature requests, templates, and forms creation, these contacts are not stored in Yousign's contacts book.
Connect Salesforce to Yousign
Every user of your organization can connect Salesforce to Yousign (owner, admin or member):
Go to the Connectors Page.
Click on “Connect” beside the Salesforce frame: you will be redirected to Salesforce.
Select the Salesforce account you want to connect with Yousign (you may have to log back on Salesforce).
Follow Salesforce instructions to validate the connexion.
Close the validation modal.
You can now leverage all your Salesforce contacts while adding a signer!
You can connect Salesforce to Yousign only if you have a Salesforce account with contacts rights (if it's not working, contact your Salesforce administrator). Your Salesforce email account doesn’t need to be the same as your Yousign account email.
You can at any time disconnect your Salesforce account, and discover how.
Use your Salesforce contacts in Yousign
Once your Salesforce Connector is live, you will be able to leverage all your Salesforce contacts when adding a signer, an approver, or even a follower to a signature request, a template, or a form.
Important: all users from your organization will have access to your Salesforce contacts, with no possible differentiation by role or workspace.
Add a Salesforce contact as a signer
Creating a signature request with your Salesforce contacts follows the same creation process as a signature request, with some differences.
When preparing your document, you will need to follow the additional conditions:
Click on “Add a Signer”.
Select “Salesforce”.
Search your Salesforce contact: draft at least 3 characters of the contact email.
Searching by first name or last name is not supported (only email).
Select it (you will see the logo of Salesforce at the right of the name).
Change any information you need (it will not impact the information in Salesforce) :
First Name
Last Name
Email
Phone
Language
If needed, save the contact in your contact book.
Click on “Add signer”.
Drag and drop the fields you need on your documents.
As always you can add up to 100 signers per signature request (from Salesforce, or your contact book, or a mix!)
Add a Salesforce contact as an approver
Adding an approver with your Salesforce contacts follows the same creation flow as a "classic” approver, with some differences.
When preparing your document, you will need to follow the additional conditions to add a Salesforce contact as an approver:
Click on “Add an Approver”.
Select “Salesforce”.
Search your Salesforce contact: draft at least 3 characters of the contact email.
Searching by first name or last name is not supported (only email).
Select it (you will see the logo of Salesforce at the right of the name).
Change any information you need (it will not impact the information in Salesforce) :
First Name
Last Name
Email
Phone
Language
If needed, save the contact in your contact book.
Click on “Add approver”.
As always you can add up to 10 approvers per signature request (from Salesforce, or your contact book, or a mix!)
Add a Salesforce contact as a follower
When setting up your signature requests, templates or forms, you will need to follow the additional conditions to add a Salesforce contact as a follower:
Go to the Followers section.
Select “Salesforce”.
Search your Salesforce contact: draft at least 3 characters of the contact email.
Searching by first name or last name is not supported (only email).
Select it (you will see the logo of Salesforce at the right of the name)
As always you can add up to 100 followers per signature request (from Salesforce, or your contact book, or a mix!)
Disconnect Salesforce contacts connector
You can disconnect Salesforce Connectors at any time (even if you don’t have a Salesforce account) :
Go to the Connectors Page.
Click on “Disconnect” beside the Salesforce frame.
Confirm that you want to disconnect your Salesforce account.
Disabling the contacts connector revokes access for everyone in your organization.