HelloSign for Salesforce Admin Guide

Connecting HelloSign to Salesforce

With HelloSign for Salesforce you only need to establish a single connection between your HelloSign account and Salesforce account. It is important to note that all templates created and signature requests sent are handled by your connected user. We recommend that once you have gone live that you maintain the same connected user. Switching users will prevent open signature requests from being completed in Salesforce, and existing templates will be inaccessible.

Connecting HelloSign to Salesforce


With HelloSign for Salesforce you only need to establish a single connection between your HelloSign account and Salesforce account. It is important to note that all templates created and signature requests sent are handled by your connected user. We recommend that once you have gone live that you maintain the same connected user. Switching users will prevent open signature requests from being completed in Salesforce, and existing templates will be inaccessible.

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You can only suggest edits to Markdown body content, but not to the API spec.