Streamline your workflow with Salesforce platform integration
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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 platform integration.
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 platform integration later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly salesforce platform integration 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 platform integration 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
Our user reviews speak for themselves
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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 platform integration
Salesforce platform integration: Steps to use airSlate SignNow
- Open your internet browser and navigate to the airSlate SignNow website.
- Create a new account for a free trial or log in if you're an existing user.
- Select the document you wish to sign or initiate a signing process for.
- Transform your file into a reusable template for future needs.
- Edit your document by adding fillable fields and necessary information.
- Input your signature and include signature fields for others involved.
- Proceed by clicking 'Continue' to configure and dispatch an eSignature invitation.
airSlate SignNow provides businesses with a straightforward and economical solution for sending and eSigning documents, significantly boosting efficiency.
With a strong ROI, user-friendly interface, and scalable features designed for small to mid-sized businesses, airSlate SignNow stands out. Take advantage of transparent pricing and exceptional 24/7 support for all subscribing plans today!
How it works
Create your document
Integrate with Salesforce platform
Send and sign
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FAQs
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What is Salesforce platform API?
API stands for Application Programming Interface and it's simply another way of sending commands to Salesforce, only this time there's no graphical UI to work through, instead developers use the APIs to send commands like View or Save to Salesforce programmatically by writing platform code. -
What does integration mean in Salesforce?
Salesforce integration means connecting the data and functionality available in the SaaS CRM platform with another CRM software, system, or application and creating a centralized user experience. This interconnection of the systems, features, and data in your Salesforce org helps unify key processes within platforms. -
What is platform integration in Salesforce?
The Platform Integration User, sometimes called the System User, is an internal, API-only user that integrates features across Salesforce. This user allows Salesforce applications to securely access data on different properties. Certain features request permission to access your data when you enable them. -
What is platform integration in Salesforce?
The Platform Integration User, sometimes called the System User, is an internal, API-only user that integrates features across Salesforce. This user allows Salesforce applications to securely access data on different properties. Certain features request permission to access your data when you enable them. -
What does "enable for platform integrations" mean?
What does enable for platform integration mean in Salesforce? Enabling platform integration in Salesforce means connecting different systems and applications to create a seamless flow of data and processes. -
What is the Salesforce integration?
Salesforce integration is a way of bringing together two or more systems to optimize workflows. This way, you don't have to jump from platform to platform. Instead, you get a unified and structured experience across multiple apps, which is particularly important for all business teams. -
How do I enable integrations in Salesforce?
Navigate to Setup > Search Company Information > Click Go to list under Permission Set Licenses. Click on the License that is associated with the Object and then select Enable for Integrations. -
What does "enable for platform integrations" mean in Salesforce?
Enabling platform integration in Salesforce means connecting different systems and applications to create a seamless flow of data and processes. This integration allows you to automate tasks, improve collaboration, and enhance overall efficiency within your organization.
What active users are saying — salesforce platform integration
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Frequently asked questions
What is Salesforce platform integration with airSlate SignNow?
Salesforce platform integration with airSlate SignNow allows users to seamlessly connect their Salesforce account with the SignNow eSignature solution. This integration enables users to manage documents directly within Salesforce, streamlining workflows and improving efficiency. By utilizing this integration, businesses can enhance their document management processes and reduce the time spent on manual tasks.
How does airSlate SignNow enhance the Salesforce platform integration?
airSlate SignNow enhances Salesforce platform integration by providing a user-friendly interface and advanced features like automated document routing and notifications. These features enable teams to create, send, and sign documents without leaving the Salesforce environment. As a result, organizations can significantly increase productivity and improve collaboration while ensuring a smooth signing experience.
Is there a cost associated with the Salesforce platform integration?
Yes, while the Salesforce platform integration itself is a powerful feature of airSlate SignNow, it is bundled within the pricing plans of SignNow. Depending on the specific plan selected, businesses can access various features including the integration with Salesforce. For detailed pricing information, it is recommended to visit our pricing page or contact our sales team for personalized assistance.
What are the benefits of using airSlate SignNow with Salesforce?
Using airSlate SignNow with Salesforce offers numerous benefits, including improved document workflow, reduced turnaround time for signatures, and better data management. The integration allows users to automate repetitive tasks, save time, and ensure compliance with auditing capabilities. This leads to a more efficient sales process as teams can focus more on their core activities.
Can I customize my documents when using the Salesforce platform integration?
Absolutely! airSlate SignNow allows users to customize their documents when using the Salesforce platform integration. You can create templates, add branding elements, and tailor the signing experience according to your organization's needs. This flexibility ensures that each document aligns with your business’s standards and appeals to your clients.
Does the Salesforce platform integration support mobile devices?
Yes, the Salesforce platform integration with airSlate SignNow is fully optimized for mobile devices. This means that users can create, send, and sign documents on-the-go, providing greater accessibility and convenience. With a mobile-friendly design, your sales teams can complete transactions swiftly, regardless of their location.
What types of documents can I send using the Salesforce platform integration?
You can send a variety of document types using the Salesforce platform integration with airSlate SignNow. This includes contracts, agreements, proposals, and invoices, among others. The integration supports any document that requires a signature, ensuring that your sales processes are both comprehensive and efficient.
How do I get started with Salesforce platform integration in airSlate SignNow?
Getting started with Salesforce platform integration in airSlate SignNow is simple. First, you need to sign up for an account with SignNow, and then you can easily connect it to your Salesforce account through the integration settings. Our detailed guide and customer support are available to assist you throughout the setup process.