- Install HelloSign for Salesforce from the Salesforce AppExchange
- Click “Get It Now”
- If prompted to log in with Trailblazer.me you can follow steps here.
- Install for Admins Only
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.
- Approve Third-Party Access
- You will be notified via email when the package has completed installation
Updated about a month ago