DocuSign + Salesforce: Initial Setup & Config - Send a Proposal from an Opportunity

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  • Опубликовано: 21 окт 2024

Комментарии • 8

  • @oyemomimayowa
    @oyemomimayowa 5 месяцев назад +2

    This Channel is a blessing. It really is. Please continue to give good content like this. I've got a content idea, If you can make videos like this that focus on Salesforce integrations with external apps, you'll be saving the WHOLE WORLD! Thanks

    • @BluTigerAcademy
      @BluTigerAcademy  5 месяцев назад

      Thank you so much for saying this!! We would love to save the whole world from tearing their hair out integrating Salesforce with other apps! Do you have any specific external apps you would like to see videos on?

  • @bryanlarson4189
    @bryanlarson4189 3 месяца назад +1

    Great content and channel. Glad to have this as a tool going forward. Thank you!

    • @BluTigerAcademy
      @BluTigerAcademy  3 месяца назад +1

      Thank you @bryanlarson4189! Welcome to the Blu Tiger community!

  • @csoutsource
    @csoutsource 11 месяцев назад +1

    This video needs 95,000 views. Amazing!

    • @BluTigerAcademy
      @BluTigerAcademy  11 месяцев назад

      Your comment made our day!! DocuSign and Salesforce are tough to integrate because you run into so many roadblocks along the way that are not documented all in one place if at all. Let us know if you run into anything we can help solve!

  • @AlastairGillies
    @AlastairGillies 4 месяца назад

    Hi, I cant seem to find primary contact on the opportunity as an option, what did you do to see it?

    • @BluTigerAcademy
      @BluTigerAcademy  4 месяца назад

      This is a custom field we created on the opportunity, you will need to create it manually. It is a lookup to the Contact object.