Salesforce Communities
HelloSign supports two options for supporting signature requests within Salesforce Communities: Flow Component & Lightning Component.
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
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
Updated over 3 years ago