Foxit eSign for Salesforce Overview

Create, distribute, sign, and manage essential digital documents using Foxit eSign. Users have the chance to optimize their contacts with clients and expedite their business operations by combining the signature capability of Foxit eSign with the CRM (Customer Relationship Management) capabilities of Salesforce. Our specifically designed in-app interface with Salesforce places document completion and signature in the hands of CRM users, so they can not only allow secure eSigning for PDF documents but also automate and simplify the workflow of numerous business processes. With the help of Salesforce, companies of all sizes have the exceptional chance to produce documents more quickly and provide a more seamless experience for clients and their teams without ever leaving Salesforce.

Quick Access:

Create Templates and Send for Signature
Generate Unique Documents
Salesforce Workflows
Salesforce Installation
Creating a Sandbox Account
Connecting Foxit eSign to Salesforce
How to Switch Foxit eSign User in Salesforce

Create Templates and Send for Signature

The video covers how to:

Create a Template in Salesforce
Creating a Word-based Template
Merge fields for Single row and Multi row mapping
Adding custom button to any layout
Unique custom quote generation
Send for eSignature with Foxit eSign within Salesforce
Send any existing files, notes or attachments on your records for signing through Salesforce
Monitor envelope statuses with full tracking capability

Generate Unique Documents

The video covers how to:

Create a Template in Salesforce
Creating a Word-based Template
Merge fields for Single row and Multi row mapping
Adding custom button to any layout
Unique custom quote generation
Send for eSignature with Foxit eSign within Salesforce
Send any existing files, notes or attachments on your records for signing through Salesforce
Monitor envelope statuses with full tracking capability

Salesforce Installation and User Set Up

In this video, we will go over the installation of our Salesforce package for Foxit eSign.

NOTE: This installation requires a URL Salesforce package link and a Salesforce Sandbox account. Contact sales at 1-866-680-3668 for more information about the Foxit eSign integration for Salesforce.

Create a Sandbox account

If you are testing Salesforce, it should be installed onto a sandbox account. Create a Developer Account using https://developer.salesforce.com/signup

Once the Sandbox is created, you can log in to Salesforce.

Install the Salesforce Package

Install the Foxit eSign Salesforce package by entering the URL package link in the browser.

Log in to your Salesforce account.
You will be prompted to log into your Salesforce account. Once this loads, select Install for All Users. Click Install. This process might take a few minutes.
Once installation is complete, click Done.
The Installed Package is displayed under Apps>Packaging>Installed Packages.

Connect Foxit eSign to Salesforce

Go to the App Launcher and search for Foxit eSign.
Select Region (North America or Europe) from the dropdown. Click Take me there.
You will be automatically redirected to the login page for Foxit eSign. Log into your Foxit eSign account.
Click Allow.

Switch Foxit eSign User In Salesforce

Go to the Foxit eSign Setup in the Lightning Experience.
Click Not you? Log out by removing our Named Credential.
Select Delete from the drop-down under Actions for Foxit eSign Named Credential.
Go to the App Launcher and search for Foxit eSign.
Connect another user by selecting Region (North America or Europe) from the dropdown. Click Take me there.
You will be automatically redirected to the login page for Foxit eSign. Log into your Foxit eSign account.
Click Allow.