Salesforce Integration
Articles regarding our Salesforce Integration and how to use it with GetAccept
23 articles
Enhanced Domains in Salesforce
Set up SSO for Salesforce with a 3rd party Identity Provider
Set SSO with Salesforce as Identity Provider
Template selection based on Salesforce data
Support for Syncing GetAccept Event Data into Activity Timeline
Using Formatted Rich Text from Salesforce in Your Deal or Contract Room
How to use pricing tables within Salesforce
Adding video to your Sendout in Salesforce
Deal Room with Salesforce
Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration
Viewing Document Analytics from Salesforce
Capturing Recipient Filled Data in Salesforce
How to add a GetAccept Flow Template in Salesforce
How to create a follow-up task if the document remains in reviewed status in Salesforce