Guides
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HelloSign for Salesforce 3.05

HelloSign for Salesforce 3.05

  • Added support for Salesforce Lightning Experience
  • Added support for Essentials Edition
  • Added support for Professional Edition
  • Added HelloSign Welcome Tab to access Administration guides, provide navigation to connect OAuth, Contact Sales (Professional, Enterprise, Unlimited editions) or Buy a plan (Essentials Edition)
  • Added ability to include a System User to send for signature
  • Added ability to include a System Contact to send for signature
  • Added ability to include a Related User to send for signature
  • Added Ability to include an Opportunity Contact to send for signature when sending from an Opportunity
  • Added ability to configure a System User on a HelloSign template
  • Added ability to configure a System Contact on a HelloSign template
  • Added ability to configure a Related User on a HelloSign template
  • Added ability to configure an Opportunity Contact on a HelloSign template for the opportunity