3. Create a Use HelloSign button

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PREREQUISITES

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

🚧

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

👍

RESULTS

Button is created