Enhance your workflow with the Salesforce connection
See how it works!Click here to sign a sample doc
Award-winning eSignature solution
airSlate SignNow solutions for better efficiency
Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to salesforce connection.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and salesforce connection later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly salesforce connection without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to salesforce connection and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
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Director of NetSuite Operations at Xerox
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Enterprise Client Partner at Yelp
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Digital marketing management at Electrolux
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Why choose airSlate SignNow
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Free 7-day trial. Choose the plan you need and try it risk-free.
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Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — salesforce connection
Steps to create a Salesforce connection using airSlate SignNow
- Open your browser and navigate to the airSlate SignNow website.
- Create a free trial account or log into your existing account.
- Select the document you wish to sign or prepare for sending.
- If you anticipate using this document again, convert it into a reusable template.
- Access your document to make necessary changes: add fillable fields or specific information.
- Sign the document and designate signature fields for all required recipients.
- Click Continue to configure and dispatch your eSignature invitation.
airSlate SignNow offers a high return on investment through its extensive features at an accessible price. Its user-friendly interface is designed specifically for small to mid-sized businesses, allowing for easy scalability.
Enjoy straightforward pricing with no hidden fees and exceptional 24/7 support included in all paid plans. Start transforming your document management process today!
How it works
Create your document
Connect with Salesforce
Send for signatures
airSlate SignNow features that users love
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FAQs
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Where are Salesforce connections?
The Salesforce connector lets you perform insert, delete, update, and read operations on Salesforce data. -
What is a Salesforce connector used for?
In the Microsoft Access – Connect to Salesforce dialog box, do the following: Enter a username and password in the Username and Password boxes. Enter a security in the Security box. Optionally, enter one or more connection parameters in the Additional Connection String Parameters box. -
What is a Salesforce connection?
Salesforce Connect is an add-on product for the Salesforce platform that provides seamless data integration, allowing users in core CRM to view, search, and modify data stored outside your Salesforce org—without importing it or ETL. -
Where are Salesforce connections?
Salesforce Connected Apps are powerful tools used to integrate third-party applications with Salesforce, enabling seamless data exchange and unified workflow across different platforms. -
What is a Salesforce connector used for?
The Salesforce connector lets you perform insert, delete, update, and read operations on Salesforce data.
What active users are saying — salesforce connection
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Frequently asked questions
What is the Salesforce connection feature in airSlate SignNow?
The Salesforce connection feature in airSlate SignNow allows users to seamlessly integrate their eSigning processes within the Salesforce platform. This connection streamlines document management by enabling users to send, sign, and store documents directly from Salesforce. As a result, businesses can enhance their workflow efficiency and improve sales processes.
How does the Salesforce connection benefit my business?
By utilizing the Salesforce connection in airSlate SignNow, businesses can automate document workflows, reduce the time spent on manual tasks, and improve overall accuracy. This leads to faster turnaround times for obtaining signatures and approvals, helping your team close deals more efficiently. Additionally, it provides a user-friendly experience, increasing employee productivity.
Is there an additional cost for the Salesforce connection feature?
The Salesforce connection feature is included in several airSlate SignNow pricing plans, ensuring you receive this functionality without hidden fees. Depending on your selected plan, you may access various features designed to enhance your Salesforce experience. For specific details on pricing, visit our pricing page or reach out to our sales team.
Can I customize document templates using the Salesforce connection?
Yes, with the Salesforce connection in airSlate SignNow, users can create, customize, and manage document templates directly within Salesforce. This flexibility allows you to tailor your documents to suit specific business needs, ensuring that every signed document meets your branding and compliance requirements.
How do I set up the Salesforce connection in airSlate SignNow?
Setting up the Salesforce connection in airSlate SignNow is straightforward and typically involves linking your Salesforce account with airSlate SignNow through the integration settings. Our user-friendly interface guides you through the necessary steps. Once connected, you'll be able to access all related features seamlessly.
What types of documents can I send for eSignature via the Salesforce connection?
You can send a variety of document types for eSignature through the Salesforce connection, including contracts, agreements, and forms. Whether it's a single document or multiple files, airSlate SignNow supports easy sending and signing within Salesforce. This ensures that all your essential documents can be handled efficiently.
Does the Salesforce connection support mobile devices?
Yes, the Salesforce connection in airSlate SignNow is designed to function smoothly on mobile devices. This means that users can send and sign documents on-the-go, providing greater flexibility and convenience. Mobile support ensures your team can stay productive, whether in the office or working remotely.
What support is available for users of the Salesforce connection feature?
airSlate SignNow offers comprehensive support for users taking advantage of the Salesforce connection feature. Our dedicated customer support team can assist with setup, troubleshooting, and maximizing your use of the integration. Additionally, you can access extensive documentation and tutorials on our website.