Articles regarding our Salesforce Integration and how to use it with GetAccept
22 articles
Enhanced Domains in SalesforceHow does the enabling of Enhanced Domains affect the GetAccept integration in Salesforce
Set up SSO for Salesforce with a 3rd party Identity ProviderWalk through of the steps required to set up Single Sign On with a third party Identity provider.
Set SSO with Salesforce as Identity ProviderWalk through of the steps required to set up Single Sign On with Salesforce as the Identity Provider and GetAccept as the service provider.
Template selection based on Salesforce dataUse our conditional set up in Salesforce to select or suggest GetAccept templates based on what's happening in Salesforce
Support for Syncing GetAccept Event Data into Activity Timeline
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How to install GetAccept for SalesForce
How to install GetAccept for SalesforceSalesForce Integration: Step by step instructions on how to install GetAccept for Salesforce
How to use pricing tables within SalesforceLearn how to connect Salesforce CPQ data to GetAccept pricing tables.
Adding video to your Sendout in SalesforceHow to add a personal introductory video to your sendout
Deal Room with SalesforceCreate and manage your GetAccept Deal Room from our Salesforce integration
Delivering Documents by Sharing a Link with GetAccept's Salesforce IntegrationHow to send documents out using a provided URL using GetAccept's Salesforce Integration
Viewing Document Analytics from SalesforceHow to view the analytics and status of the sent document
Capturing Recipient Filled Data in SalesforceIt is now possible to let your recipients fill in data in a GetAccept document and have that data saved back into Salesforce
How to add a GetAccept Flow Template in SalesforceUtilize a GetAccept Flow Template to automate your sales proces
How to create a follow-up task if the document remains in reviewed status in SalesforceHow to enable GetAccept Flow Template "GA0006: On Doc Remaining in Reviewed status".
How to use Pricing Tables & Pricing Groups within SalesforceLearn how to connect Salesforce CPQ data to GetAccept pricing tables.
The GetAccept Admin app for SalesforceLearn about the GetAccept Admin app which is now available from v.2.28 and upwards.
Updating GetAccept for SalesforceEnsure you have the most recent version of our GetAccept app for Salesforce. This quick guide runs through the steps required to update.
Map new stakeholders with GetAccept and salesforce leadsLearn how you can capture information into Salesforce on contacts that get forwarded a GetAccept document
Finding files in the Global folder in SalesforceSetup to use globally available files within the GetAccept integration in Salesforce
Accessing GetAccept merge tags within SalesforceHow to auto-populate your GetAccept template with SFDC data
How to Configure Optional & Variable Products for HubSpot, Pipedrive, and Upsales