Sending EchoSign agreements from Custom Objects in Salesforce

In this tutorial, l I’ll go through how to:

  • set up a document template with text tags and add it to the SFDC library
  • create an Agreement template
  • add the EchoSign button to a Custom Object page layout
  • create a merge mapping  to merge fields data from the Custom object into an EchoSign agreement
  • create a data mapping to map field data from the EchoSign agreement back into the custom object in SFDC

 

The tutorial is the attached PDF, the Word document is a sample template document used in this tutorial.

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