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  1. Scrive
  2. Integrations
  3. Salesforce
  4. Using Scrive for Salesforce

Using Scrive for Salesforce

  • Apex configuration overview
  • Scrive Metrics Dashboard
  • Creating Scrive Document from URL: Overview
  • Scrive Process Template Overview
  • Main variables and methods
  • Sending a Scrive document from Opportunity (using process template)
  • Configure additional objects
  • Main document
  • Templates overview
  • Integration with Scrive
  • Reports and dashboard locations
  • Document parameters
  • Apex example 1: Sending a document created from a given process template for a given record
  • Salesforce/Scrive user monitoring
  • Scrive Document Parties
  • Setting up field mapping
  • Custom Settings
  • Party parameters
  • Apex example 2: Creating Scrive document from Scrive template
  • Scrive Document history
  • Field mappings
  • Custom Objects
  • Attachment parameters
  • Apex example 3: Sending Scrive document from Scrive template with addition of signing party
  • Attachments
  • Example: Set up one-click document generation (create from URL)
  • Apex example 4: Sending a Scrive document from trigger’s event
  • Custom button
  • Removing pages using process template button URL

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