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.

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Single Connected Admin

Only the system administrator should create the connection with HelloSign. Provisioning users is completed later in the process.

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Stay Connected

Once connected and using HelloSign we recommend you not change the connected user as it will impact open signature requests and templates. Please contact our Support team to discuss options.

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Matching Email Addresses

If you are unable to connect, make sure you are logged into the correct HelloSign account and that your HelloSign and Salesforce email addresses match. NOTE: Since Salesforce allows more than one user to have the same email address, be sure that you are logged in as the desired connected user (and not a different one with the same email address).

STEPS

  • Navigate to the HelloSign Settings tab
  • On the Connect to HelloSign page click Connect
  • When prompted login to HelloSign. Your Salesforce email (not username) and HelloSign email must match. If you are not prompted it is likely you are already signed into HelloSign.
  • Returned to Connect to HelloSign page.

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RESULTS

  • Connect to HelloSign is now connected
  • Connect to HelloSign the connected user email is shown as connected

Updated 2 months ago


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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