Other

Additional Salesforce guides and configuration options

• 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