SalesForce

Learn the basics on how Nitro Sign Premium can work with SalesForce.

Get the connector in SalesForce

1.  Go to the AppExchange and search for Connective eSignatures

2.  Choose Get It Now

Note: When you click the Get It Now button, you have the option to Install with provider, or Install in a Trial.

 

Request a Trial

3.  Following the steps 1 & 2, choose Install in a Trial 

Note: You will be granted 30 day access to a trial environment on which the Connector is preinstalled and preconfigured. More information on a quick start guide can be found here.

 

Request access to production version

3.  Following the steps 1 & 2, choose Install with Provider 

We will contact you shortly to install the connector within your Salesforce Org.

 

Configuring the SalesForce Connector

For more information on configuring the SalesForce  connector, see here.