HelloSign for Salesforce Admin Guide

Installing HelloSign for Salesforce from the AppExchange

Installing the HelloSign for Salesforce app into your production or sandbox is easy. Following these simple steps and get started now.

STEPS

  • If prompted to log in with Trailblazer.me you can follow steps here.
  • Install for Admins Only

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CALLOUT

Install for Admins Only ensures users are not granted full access to the HelloSign app. Use HelloSign's permission sets to provide the correct level of access to your users.

If you unintentionally install for all users you can remove HelloSign access by modifying the Salesforce profile and removing access to all HelloSign Classes and Visualforce pages in the enable Enable Apex Class Access and Enable Visualforce Page Access sections.

  • Approve Third-Party Access
  • You will be notified via email when the package has completed installation

Updated 3 months ago


Installing HelloSign for Salesforce from the AppExchange


Installing the HelloSign for Salesforce app into your production or sandbox is easy. Following these simple steps and get started now.

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