- Find the Salesforce record IDs for the Dropbox Sign Templates you want to use. Record IDs are an 18 digit alphanumeric ID and are accessible in the URL.
- On the Salesforce object create a new lookup field that looks up to the Dropbox Sign Template object
- Use Salesforce Process Builder to create a process that starts when a record changes
- Save and activate the process
When conditions are met the correct template is selected upon clicking Use Dropbox Sign
If no template is found, or the template is not active users are taken through the standard Dropbox Sign flow and must select Use Template.
Updated 9 months ago