Getting Started

Welcome Your Experience

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.

1 Prepare for Installation

Congratulations!

Great work, you’ve completed your Gen onboarding! Now, deepen your understanding of the DocuSign for Salesforce integration by earning your "DocuSign eSignature for Salesforce Specialist" badge or explore our other DocuSign Agreement Cloud certifications.

Earn my badge

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.

2 Install your DocuSign Apps

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.

3 Add and Manage your Users

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.

4 Build your First Gen Template

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.

5 Send a Document for Signature

Send a Document for Signature

Check out this short video to learn how to send a Gen template for signature.

6 Enable your Users

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.

Congratulations!

Great work, you’ve completed your Gen onboarding! Now, deepen your understanding of the DocuSign for Salesforce integration by earning your "DocuSign eSignature for Salesforce Specialist" badge or explore our other DocuSign Agreement Cloud certifications.

Earn my badge

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.

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.

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.

Send a Document for Signature

Check out this short video to learn how to send a Gen template for signature.

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.

Need extra help?

Apps Launcher Guide

Everything you need to know to install and use DocuSign Apps Launcher for Salesforce.

Gen Admin Guide

Find more information on DocuSign Gen in our Admin Guide.

Support Center

Need additional support? Submit a ticket here, or search the Support Center for how-to guides.