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Reply to: Installing Salesforce Connector

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Hi Dacker, Silanis has integrated e-SignLive with Salesforce in an application called e-SignLive for Salesforce. Following are the steps to install and configure Salesforce connector. To install the salesforce connector, pre-requisite is the user has to have the same email addresses in both environments, in your case it will be sandbox and sandbox US. 1. Create salesforce account on 2. Create eSignLive production account with the same email address : 3. After creating a production account, you will be redirected to the login page, login to the application 4. Go to Admin tab and configure the API key to the environment required. Following should be the configuration while configuring the API key Enter e-SignLive Account API key Environment – US production Endpoint URL – Click on Connect 5. Once you are able to install the connector, you will be able to access the accounts and start creating packages.

Reply to: Creating a Package with the Salesforce Connector

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1. For creating a package from new template, go to eSignLive convention create new one Enter the name and field you want to map click on save, convention is saved. 2. Go to 'e-SignLive Templates', and click on New Template Enter template name Go to advanced options, select e-SignLive convention check the box 'Auto prepare text-tags' check 'Insert Salesforce values' radio box 3. Go to e-SignLive packages Click on New Click on radio button 'create from template' select the template you created and it will be automatically added in the package created Check the documents and signers added and send the package for signing. All mentioned signers will get notifications for signing the documents, after signing the documents you can download the documents as needed.


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I have another question out about installing the Salesforce connector: Once I get an answer there and get everything ins
1 7 years 10 months ago 47
I have a Sandbox account and am wanting to use your Salesforce connector. What is the best resource for how to go about installing and configuring it? Thanks, Darin
2 7 years 11 months ago 76

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