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If you're building agent-driven workflows with Docusign and Salesforce, this is your starting point.This guide brings together the most relevant developer resources to help you connect agreement data to Salesforce, power Agentforce agents with real-time agreement intelligence, and design end-to-end workflows using Docusign IAM.👉 Have questions or want to share what you're building? Drop a comment below. We’d love to hear how you’re using Docusign and Agentforce together.Start with the architectureUnlocking Agreement Intelligence in Salesforce with Docusign IAM and Agentforce New to the Docusign + Agentforce integration? Start here for a clear overview of how everything fits together.This post explains how Docusign IAM integrates with Salesforce and Agentforce, what an end-to-end agreement workflow looks like in practice, and how teams are using agreement data to drive faster, more informed decisions. Read this first to ground yourself in the system design before moving into implementa
Can Agreement Manager - (formerly "Navigator") work with MS Office?
We’re always updating our users on new features we launch via the community. It’s such a great way to communicate on a 1-to-many basis with our customers. Additionally, what’s even better is that we have started to launch beta testing groups on our community where we invite a certain number of customers to test new features before we release them. Not only does this allow us to iron out any bugs before a full roll-out, it also creates a real feeling of collaboration and togetherness between us and our customers. Such a great way to make sure you are building a product that really meets the needs of your end users!
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Hey Team, It’s been an awesome, but intense, winter. Many things are tracking well, but there are some challenges we’re working through. TL;DR Revenue is up 22% We’re scaling up important product initiative Apollo. We finally closed Microsoft for a major partnership Big time hire — we closed Joe Bloggs as our new VP All The Things Mrs Customer Success herself had a major life event — welcome to Baby Customer Success! Key Metrics: We continue to have a ton of momentum across every important metric. From Sep to Nov we grew revenue 5%+ Every Month. From Aug to Nov we grew 17%. We are also on pace for a really huge December. We’ve learned something big this quarter about our Pricing Model and by February we’ll be on a $2M run rate. Needless to say I’m cautiously pumped. We’ve basically 2x’d on revenue so far this year and I believe will have 2.5x’d by end of year. One big thing we are scaling up is our Super Cool New Widget. We now have 25+ Companies that have bought Our Supe
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