Getting Started with Docusign Gen for Salesforce
With Docusign Gen for Salesforce, you can generate polished, professional agreements in just a few clicks — without leaving the Salesforce user interface. Gen can help you save time, eliminate errors and close more deals.
Follow this step-by-step guide to get Docusign Gen for Salesforce up and running for your organization.
Prepare for Installation
To install and/or set up Gen, you must have Docusign Admin and Salesforce Admin permissions.
If you don't have these permissions, please reach out to your company's current Docusign Admin and Salesforce Admin to assist with steps 2 and 3 or have them grant you administrator permissions.
Required: Salesforce subdomain
A unique Salesforce subdomain is required to install and manage Salesforce Lightning components, including Docusign Gen. Click the link below to learn more, and ensure your company has a subdomain set up before proceeding to the next step.
Install your Docusign Apps
This video will walk you through installing and setting up your Docusign for Salesforce apps.
Required: Latest Version
If you are currently using Docusign eSignature for Salesforce, you'll still need to follow the instructions in the video below to install or update Docusign Apps Launcher. Docusign Apps Launcher is required to use Docusign Gen.
If you plan to continue using Docusign eSignature for Salesforce in conjunction with Gen, you will need the latest versions of both packages (Docusign eSignature for Salesforce and Docusign Apps Launcher) for proper functionality.
Next, get familiar with Docusign for Salesforce by enrolling in our self-paced, DocuSign University course, "DocuSign + Salesforce: Gen, Negotiate, and eSignature"
Add and Manage your Users
Watch the 2-minute video below to learn how you can add and manage your Gen and Negotiate users within Docusign Apps Launcher.
Required
Ensure that you grant yourself Generator permissions as well—these permissions will be required in order for you to build Gen templates in the following steps.
Learn more
Learn more about managing your users in the Docusign Support Center.
Build your First Gen Template
Now that you’ve installed and setup Docusign Gen for Salesforce, you’re ready to build your first template. This short video will guide you through creating your first Gen template. Then, check out the Docusign University course below for more guidance and best practices.
Create my Template
To learn all about Gen templates, check out the "Docusign Gen for Salesforce: Create Gen Templates" course available in the DSU Learning Portal.
Advanced Customization
Some use cases may require advanced customization of your Gen templates. Our XML Cheat Sheet provides additional information for those needing a more customized solution.
Send a Document for Signature
Check out this short video below to learn how to send a Gen template out for signature.
Review all the functions of your Docusign for Salesforce account with our Docusign + Salesforce: Gen and eSignature learning plan.
Enable your Users
Congratulations! You are now ready to start creating and sending documents with Docusign Gen for Salesforce.
Best Practice
Add at least one additional Admin to your account in case you're ever out of the office. We recommend sharing this checklist and the links below with any additional admins and all your users to help them get started with Docusign Gen for Salesforce.
Additional Docusign + Salesforce Training
Prepare for Installation
To install and/or set up Gen, you must have Docusign Admin and Salesforce Admin permissions.
If you don't have these permissions, please reach out to your company's current Docusign Admin and Salesforce Admin to assist with steps 2 and 3 or have them grant you administrator permissions.
Required: Salesforce subdomain
A unique Salesforce subdomain is required to install and manage Salesforce Lightning components, including Docusign Gen. Click the link below to learn more, and ensure your company has a subdomain set up before proceeding to the next step.
Install your Docusign Apps
This video will walk you through installing and setting up your Docusign for Salesforce apps.
Required: Latest Version
If you are currently using Docusign eSignature for Salesforce, you'll still need to follow the instructions in the video below to install or update Docusign Apps Launcher. Docusign Apps Launcher is required to use Docusign Gen.
If you plan to continue using Docusign eSignature for Salesforce in conjunction with Gen, you will need the latest versions of both packages (Docusign eSignature for Salesforce and Docusign Apps Launcher) for proper functionality.
Next, get familiar with Docusign for Salesforce by enrolling in our self-paced, DocuSign University course, "DocuSign + Salesforce: Gen, Negotiate, and eSignature"
Add and Manage your Users
Watch the 2-minute video below to learn how you can add and manage your Gen and Negotiate users within Docusign Apps Launcher.
Required
Ensure that you grant yourself Generator permissions as well—these permissions will be required in order for you to build Gen templates in the following steps.
Learn more
Learn more about managing your users in the Docusign Support Center.
Build your First Gen Template
Now that you’ve installed and setup Docusign Gen for Salesforce, you’re ready to build your first template. This short video will guide you through creating your first Gen template. Then, check out the Docusign University course below for more guidance and best practices.
Create my Template
To learn all about Gen templates, check out the "Docusign Gen for Salesforce: Create Gen Templates" course available in the DSU Learning Portal.
Advanced Customization
Some use cases may require advanced customization of your Gen templates. Our XML Cheat Sheet provides additional information for those needing a more customized solution.
Send a Document for Signature
Check out this short video below to learn how to send a Gen template out for signature.
Review all the functions of your Docusign for Salesforce account with our Docusign + Salesforce: Gen and eSignature learning plan.
Enable your Users
Congratulations! You are now ready to start creating and sending documents with Docusign Gen for Salesforce.
Best Practice
Add at least one additional Admin to your account in case you're ever out of the office. We recommend sharing this checklist and the links below with any additional admins and all your users to help them get started with Docusign Gen for Salesforce.