Docusign eSignature for Salesforce Week
Check out our eight tailor-made sessions to help you meet the Docusign for Salesforce community and learn more about integrating Docusign with Salesforce.
Table of contents
TrailheaDX is Salesforce’s annual developer conference aimed at anyone who wants to learn and improve their Salesforce skills, and this year will not disappoint! Salesforce is bringing TDX global as a virtual experience across five broadcast channels on June 23, starting at 8:45 a.m. PDT.
These five channels will feature role-based episodes (developers, admins, architects, partners, and IT leaders) all filled with great content from Salesforce product experts. Check the schedule and start bookmarking your sessions!
I couldn't let this event go by without hooking up the Docusign eSignature for Salesforce community with some cool knowledge. So, I have created my own week of fun. 😊 Presenting: Docusign eSignature for Salesforce Week! (tah dah!) I have listened to feedback from our community and from our monthly Docusign for Salesforce meetups, and I’ve come up with eight—yes, EIGHT—tailor-made sessions just for you! Oh, and I should mention: there will be SWAG! Let’s take a look and see what the week has in store!
We kick off with aTDX Watch Party and Bingo sponsored by Docusign!June 23rd @ 8:30am PDT (All-Day)
Whether you have been talking in the community for a while, meeting for a virtual coffee, or maybe you are a TDX newbie like me, it doesn't matter; we are all Ohana!
Join Ohana Coffee's TDX Watch Party, co-hosted by the Trailblazer community. Play a game of Bingo and meet fellow trailblazers, make new friends, and build your Ohana! Talk about anything and everything from TDX presentations and Salesforce to hobbies and favorite music; it's a great little check-in with the community.
All Ohana are welcome!
The following week, allowing everyone to to soak in the knowledge from TDX, we start our week with:
New Additions to the Apex ToolkitJune 28 @ 10am PDT
Docusign Apex Toolkit has helped multiple customers integrate Docusign in their complex Salesforce Business processes by leveraging our global Apex Toolkit. We will be showcasing some of the latest additions!
Beyond eSignatureJune 29 @ 10am PDT
During a sales process, negotiations are difficult enough without the additional work of sending quotes, redlining, reviewing changes, versioning, and getting an agreement signed. Empower your sales team with the Docusign Agreement Cloud for Salesforce. We’ll show you how our suite of products helps close complex deals faster by automating manual processes, making collaboration with customers easy, and leveraging AI to identify risk.
Learn to Implement Salesforce OAuth in DocusignJune 29 @ 12pm PDT
Learn to implement Salesforce OAuth 2.0 JWT (JSON Web Token) Grant Flow for server-to-server integration with Docusign. Establish a connection to Salesforce at runtime with a username and login URL only, reducing the flow of sensitive information over the wire.
Docusign eSignature for Salesforce MeetupJune 30 @ 10am PDT
Join us at our monthly meet-up where our Senior Salesforce Advocate Lauren Dunne and special guests help you on your journey with eSignature, Apex Toolkit, and becoming eSignature Implementation Consultant certified.
Come learn, network with others, share ideas, best practices, successes, and collaborate on your use of Docusign eSignature for Salesforce.
The Docusign Agreement Cloud in the Customer 360June 30 @ 12pm PDT
Learn about the latest Docusign innovations making the world more agreeable for Salesforce customers across sales, service and experience. Join us for product demos as well as a discussion of our upcoming roadmap.
Docusign eSignature for Salesforce Best Practices and TipsJuly 1 @ 10am PDT
Join this fun and fast-paced masterclass on best practices, building experiences fast, training, change management, tools, tips, tricks, and much more.
5 Tips to Speed up the Revenue Cycle with Docusign for SalesforceJuly 1 @ 12pm PDT
Learn five tips on how to use Docusign Gen and eSignature for Salesforce to close deals faster! From new features to leverage to admin shortcuts, you’ll walk away with ideas to make an impact on your organization’s business.
It is definitely an exciting week! I cannot wait to connect with the Trailblazer community and learn some new things!
Want to speak at a Docusign meetup? Just let me know! You can contact me on Twitter! Until then I will leave you with some links to get you started.
Additional resources
Lauren Bolopue is our Lead Product Evangelist and self-confessed Salesforce geek! She has eleven years of Salesforce expertise, and five years of Docusign expertise, and her past roles range from Solution Architect to “Admineloper.” She is a Salesforce MVP alum and founder and host of Ohana Coffee, and Docusign Meetups global virtual meet-ups. She even has a Salesforce tattoo!
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