3. Create a Use Dropbox Sign button

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PREREQUISITES

• Can create buttons on Salesforce
• The Visualforce page has been configured

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CALLOUT

Custom buttons are not officially supported by the HelloSign team, as often these buttons contain:

• Javascript
• HTML
• Customized URLs that pass values to fields in Salesforce Classic (also known as URL hacks)

STEPS

• SETUP > Objects and Fields > Object Manager > “Object Name” > Buttons, Links and Actions > New Button or Link
• On the Button creation screen
• Label = Use HelloSign
• Name = Use_HelloSign
• Display Type = Detail Page Button
• Behavior = Display in existing window without sidebar
• Content Source = Visualforce page
• Content = HelloSignAction(the VF page created prior)

• Click Save

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RESULTS

Button is created