Salesforce Buttons - with DocuSign

Budget 48$ per month

Posted: 5 years ago

Opened

Description: Requirement: 3 Buttons to be created in Salesforce Lightning.

Module: Opportunity
Button 1 Name: 'LOA'

Button Action: Will generate multiple document to be sent to the 'Contact' with merged data from Salesforce CRM onto the DocuSign template from which 'Opportunity' it is sent from.

NB: When document is sent and signed, it must updates fields and attach the completed document and certificate to the opportunity.

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Module: Account (Child Account)
Button 2 Name: 'Site LOA'

Button Action: Will generate a document for each of the Open 'Opportunities' which will be sent to the 'Contact' with merged data from Salesforce CRM onto the DocuSign template.

NB: When document is sent and signed, it must updates fields in the related/relevant opportunity and attach the relevant signed/completed document and certificate to the opportunity it relates to.

Module: Account (Parent Account)
Button 3 Name: 'Group LOA'

Button Action: Will generate a document for each of the Child Accounts with Open 'Opportunities' which will be sent to the 'Contact' with merged data from Salesforce CRM onto the DocuSign template.

NB: When document is sent and signed, it must updates fields in the related/relevant child account opportunity and attach the relevant signed/completed document and certificate to the opportunity it relates to.

The documents already exist with the merge fields but document selection is manual.
Skills:
customer relationship management (CRM),salesforce

Source: peopleperhour.com