Salesforce Integration | GetAccept Help Center
Salesforce Integration
Articles regarding our Salesforce Integration and how to use it with GetAccept
Articles
- Enhanced Domains in Salesforce
- Set up SSO for Salesforce with a 3rd party Identity Provider
- Set SSO with Salesforce as Identity Provider
Get started
Sendout workflow
- 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 with Salesforce Flows
- 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
- Advanced Setup: Multiple Pricing Tables & Groups in Salesforce
- Connect Pricing Tables in Salesforce
- Introduction to Pricing Tables & Pricing Groups in Salesforce
- Use Salesforce Images in GetAccept
Setup
- How to use Pricing Tables & Pricing Groups within Salesforce
- The GetAccept Admin app for Salesforce
- Updating GetAccept for Salesforce
Troubleshooting
Other
- Map new stakeholders with GetAccept and salesforce leads
- Finding files in the Global folder in Salesforce
- Accessing GetAccept merge tags within Salesforce
- Automate GetAccept workflows based on Salesforce data
- Capturing Recipient Filled Data in Salesforce
- Connect Salesforce with GetAccept Automation
- Support for Syncing GetAccept Event Data into Activity Timeline
- Template selection based on Salesforce data
- Using Formatted Rich Text from Salesforce in Your Deal or Contract Room