- 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.
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 about 2 years ago