Export documents from Salesforce Lightning Platform to DocHub in clicks and watch your workflows move forward
Connect DocHub to Salesforce Lightning Platform
Easily connect DocHub to Salesforce Lightning Platform and start working on documents straight away. Set up the integration in minutes, no tech support needed.
Edit and annotate PDFs
Edit and annotate a PDF just like a Word document. Add text, images and drawings. Highlight or whiteout information and leave comments anywhere on the document.
Sign and collect eSignatures
Sign a document yourself and invite as many people as you need to get it signed. Set any order and get notified every time your document is completed.
Build PDF forms and templates
Take a static PDF and make it fillable by adding different types of fields. Share a form with others or turn it into a reusable template so anyone can sign and complete their own copy.
Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave Salesforce Lightning Platform.
Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.
Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.
Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.
Connect your favorite applications to DocHub
How to Export documents from Salesforce Lightning Platform to DocHub
Are you getting stressed out each time you are forced to manually pull up or bring together documents located around different locations? We have something that will make this task much easier for you. With the Salesforce Lightning Platform integration with DocHub, you can edit, annotate, and eSign documents and Export documents from Salesforce Lightning Platform to DocHub with a few mouse clicks. The best part is that you don’t need to install any software.
Follow these simple steps to Export documents from Salesforce Lightning Platform to DocHub:
- Sign in to your existing account or register one.
- Head to Settings and take care of the administration part of your workspace: create organization, add marketing assets, manage privacy settings, etc.
- Navigate back to your Dashboard and click New Document.
- In your Dashboard, select Salesforce Lightning Platform from the importing options to enable the integration.
- Select the file(s) you want to transfer and Export documents from Salesforce Lightning Platform to DocHub.
- Modify and eSign, annotate your form(s) and save or share them with others.
Intuitiveness, robust editing and signing capabilities, and versatility of integration options help DocHub stay ahead of the curve. Use our tool to enhance the quality of your forms and streamline their routing between different programs. Try DocHub integrations and Export documents from Salesforce Lightning Platform to DocHub with ease!
