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Welcome back Tigers! This is the 1st video in the for Salesforce integration series. We have lots of ideas to share with you from how to set up the integration, to how to configure specific forms and have them write back into Salesforce. We will also show you how to automate the creation of Salesforce contract records when your customers sign a document. In this video, were going to review how to set up and configure the e-signature for Salesforce package to send a proposal from an Opportunity record. We will show you how to deal with the most common challenges we see when configuring recipients, the workarounds needed for address, date and currency fields and how to add opportunity products to the proposal and more! Now, lets hop over to Salesforce and go get started. The first step is to set up a demo account. Now, this account is just like a Salesforce sandbox. Were going to connect our demo account to our Salesforce sandbox for testing. Now, we highly recommend that you don
