Connect DocuSign to your Salesforce account
- Login to your existing DocuSign account.
- Go to Preferences and select Account Administration > Connect from the left menu.
- Select Add Configuration > Salesforce
- Follow the prompts to add your Salesforce login credentials.
-
Select Add Object, select the Application object, then:
In the Select Where section map the following fields:
- Candidate Email to the DocuSign Field Recipient Email
- Candidate Name to the DocuSign Field Recipient Name
In the Update Fields section map:
- Offer Signed Date to the DocuSign Field Recipient Signed Date
In the Attachments section:
- Check Attach DocuSign Documents
-
Select Filename: Document Name + Envelope Status + .pdf
-
Select Contents: Document - one PDF per document
- Check Completed envelope only
- Select Save.
- On the left menu select Account Administration > API
- Request an Integrator Key if you do not already have one. You will need the Integrator Key when configuring Recruit.
- Logout of DocuSign.