These docs are for v4.6. Click to read the latest docs for v4.29.

Connect to Multiple Production Environments

HelloSign for Salesforce supports connections to multiple Salesforce environments.

If you have multiple production instances of Salesforce you can use a single HelloSign login credentials for all instances.



Signature requests sent and templates created in a Salesforce environment are unique to that environment. No data created or sent from one instance of Salesforce will appear in another instance of Salesforce.

Connect Using the Same HelloSign Account
Once you have installed HelloSign for Salesforce simply connected your HelloSign account. Your HelloSign account will remain connected to all Salesforce environments.

Connect Using the a different HelloSign Account
If you have the HelloSign multi-team feature (part of our enterprise+ plan) you can connect different HelloSign Team Admin accounts to different Salesforce production environments. NOTE: HelloSign user must be a team admin.