Salesforce Communities

HelloSign supports two options for supporting signature requests within Salesforce Communities: Flow Component & Lightning Component.

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EXTERNAL PUBLIC READ ACCESS

HelloSign Template, HelloSign Signature Request, and HelloSign Signer Attachment objects must have external access set to Public Read in Salesforce Sharing Settings.

Community users must also have external access to the source object from which the signature request will be initiated from, e.g., contact object.

Settings > Security > Sharing Settings

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CALLOUT - PERMISSION SET ACCESS

Community Users must have permissions equivalent to the HelloSign User Permission Set. This applies to both authorized and unauthorized community users. We've provided links to Salesforce documentation to help enable HelloSign Permission Sets for community users.

Create a Flow That Can Activate or Deactivate a Session-Based Permission Set