PROJECT OVERVIEW
The Salesforce system was implemented but the challenge was to integrate DocuSign with Salesforce and automate the document signing process for the client. This was achieved by creating appropriate Apex classes and Apex triggers.
ABOUT THE CLIENT
Challenges
- A manufacturer of audio products. They also provide solutions that power immersive cinema, live performance audio, themed entertainment experiences, and digital collaboration and meeting experiences.
- They consist of a team of 400 people working dedicatedly to deliver high-performance, highly reliable, scalable, and flexible solutions to their customers.
- Being a manufacturer, they have expertise in demand planning, parts procurement, operations and logistics, computer-controlled precision assembly, and rigorous testing and control.
- Currently, the client uses DocuSign for sending various documents to its customers for getting them signed digitally based on the customer’s country. As soon as the documents are signed, the records in Salesforce are to be updated.
- All the documents currently are sent from DocuSign manually by selecting a template based on Account’s country. This process needs to be automated and the documents should be sent after updating a record on salesforce.
- The signed document should be saved in the record’s attachment.
OUR SOLUTION
- Installed and configured DocuSign for Salesforce and DocuSign for Salesforce essentials.
- Automated sending the document to customers based on the country.
- The records in Salesforce were updated whenever the customers opened the document and signed the document.
- The email sent to the customer had a custom template based on the type of document replacing the original DocuSign email template.
- The signed document is saved in the account’s attachment automatically as soon as the signing process is completed.
BUSINESS BENEFITS
- After the completion of the project, the client could complete all its process of agreement from Salesforce without navigating to any third-party tool.
- The agreement type that was to be signed was selected automatically based on the type of customer.
- The client did not have to write the email body and email subject manually. The email body and subject contained details from the Salesforce record with whom the agreement was going to be made.
About Emorphis
Emorphis Technologies helps businesses build digital solutions that support efficiency, innovation, and long-term growth. Our expertise covers Salesforce, software product engineering, enterprise applications, AI, cloud, and DevOps, helping organizations address their evolving technology needs.
As an enterprise software development company, we develop scalable applications that are aligned with business workflows and operational goals. Through AI software development, we help organizations introduce intelligent automation, AI-powered functionality, and smarter workflows across their digital environment.
We help businesses achieve digital transformation by modernizing applications, adopting cloud technologies, implementing Salesforce solutions, and integrating AI into existing systems. Our approach focuses on creating technology that can adapt as business requirements continue to change.
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