HelloSign for Salesforce Admin Guide

HelloSign for Salesforce 4.0

HelloSign for Salesforce 4.0

  • New template builder flow guides users through the process of creating a HelloSign Template.
  • Save template as draft allows users to build templates without immediately publishing them.
  • New one-time document flow guides users through the process of sending a one-time signature request.
  • Improved recipient selection allows users more flexibility in selecting the individuals receiving a document.
  • Improved merge fields for templates now includes search and filters (all, selected, unselected) making it easier to find and select the Salesforce fields users merge into HelloSign Templates.
  • Use HelloSign Template Lightning Component allows admins to place the use template flow directly into their Lightning page layouts.
  • Use HelloSign One-Time Document Lightning Component allows admins to place the one-time document flow directly into their Lightning page layouts.
  • Create HelloSign Template Lightning Component allows admins to place the create template flow directly into their Lightning page layouts.
  • Updated HelloSign Admin permission set allows any Salesforce profile with this permission set to connect to HelloSign. This improves security and compliance by no longer requiring the connected user to be a Salesforce System Admin.
  • Improved error handling helps keep users on track and empower them to fix any issues preventing HelloSign from sending a signature request.
  • Template name and Document Title are no longer linked.
  • Improved page layouts and list views make finding HelloSign information easier.

HelloSign for Salesforce 4.0


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