Get all it takes to improve Salesforce Service Cloud workflows through DocHub integration

Improve Salesforce Service Cloud workflows through DocHub integration and efficiently manage your documents. Get more done in less time.
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Connect DocHub

Connect DocHub to Salesforce Service Cloud

Easily connect DocHub to Salesforce Service Cloud and start working on documents straight away. Set up the integration in minutes, no tech support needed.

Edit PDFs

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 eSignatures

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

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.

Customize and manage documents in one place

Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave Salesforce Service Cloud.

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Collaborate and share

Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.

Ensure document security

Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.

Collect eSignatures in a snap

Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.

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Note: The DocHub integration with Salesforce Service Cloud is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for updates on the status of the integration.

Connect your favorite apps to DocHub

Use DocHub to edit, annotate, sign and share documents right from your favorite apps.
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How to get started and Improve Salesforce Service Cloud workflows through DocHub integration

Are you getting stressed out each time you need to manually pull up or bring together paperwork located around various locations? We have something that will make this task much easier for you. By using DocHub, you can edit, annotate, and eSign files and Improve Salesforce Service Cloud workflows through DocHub integration in mere seconds. The best part is that you don’t need to download any software.

Follow these simple steps to Improve Salesforce Service Cloud workflows through DocHub integration:

  1. Sign in to your existing account or register one.
  2. Head to Settings and configure the administration part of your workspace: create organization, add marketing assets, customize data security settings, etc.
  3. Go back to your Dashboard and click New Document.
  4. From your Dashboard, choose Salesforce Service Cloud from the importing options to enable the Salesforce Service Cloud integration with DocHub.
  5. Select the document you want to transfer, open it in the editor, and complete it.
  6. Select Export from the document menu and choose the Salesforce Service Cloud integration with DocHub to save the executed form in Salesforce Service Cloud.
  7. Go ahead and try other integrations available within DocHub.

Ease of use, robust editing and signing features, and versatility of integration options help DocHub stay ahead of the curve. Use our solution to enhance the quality of your forms and streamline their routing between different apps. Use DocHub to Improve Salesforce Service Cloud workflows through DocHub integration and and get rid of the manual and inefficient processes in your workflows!

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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No, you don't need to pay additionally to Improve Salesforce Service Cloud workflows through DocHub integration. Your plan already includes integrations. Please visit this page to learn more about other features and tools included in your plan.
The option to Improve Salesforce Service Cloud workflows through DocHub integration comes under both Free and PRO plans. However, if you'd like to test DocHub's advanced features, you're more than welcome to sign up for a 30-day free trial.
No, there's absolutely no need to contact the Salesforce Service Cloud representatives to Improve Salesforce Service Cloud workflows through DocHub integration. You can do it by yourself from the convenience of your Dashboard or document. Please visit this page to learn more about getting started with integrations.
Yes, you must have an existing account with Salesforce Service Cloud to Improve Salesforce Service Cloud workflows through DocHub integration. It also applies to other solutions with which DocHub integrates.
Whenever you need to Improve Salesforce Service Cloud workflows through DocHub integration, you can log in to your Salesforce Service Cloud account once, and the system will automatically save your login information. In this way, you don't have to re-type it again.