[vc_row][vc_column][vc_column_text]Salesforce is a business application that caters to multiple processes of a business. One of which is sales. It allows you to automate every process required to complete a sale and even after that. 

One key element of which are emails. In this blog, we’ll talk about how you can auto-populate the email body, subject line, or recipients’ email id and send automated emails.

Say bye to the manual process of updating your DocuSign email to each of your customers and create your own custom detail page button in the DocuSign button that lets you personalize content dynamically for each user

If you don’t have Docusign yet, here is a 30 days free signup: Click Here 

Now you can  install & configure DocuSign from our trusted friend AppExchange

Once you finish installing, you can access the DocuSign app from the app launcher.

Also, you can configure the permission form the Docusign Admin Tab

Note: From the Settings,  you can choose which object layout will have a Docusign ‘Send with DocuSign’ standard button.

Before jumping to action, Let’s look at some of the Docusign parameters that we are going to use in our button to set the default value.

• CSE  = used to set subject for the DocuSign email
• CSM = used to set body for docusign email

For more reference, you can check here [/vc_column_text][vc_custom_heading text=”Now here is the 3 step process to create a custom button that makes your work easy” use_theme_fonts=”yes”][vc_column_text]STEP 1: Go to object (in our case, we take Opportunity) setting → Select Button, Links, and Action → Click on New Button-Link

Copy the below Javascript code to button content[/vc_column_text][vc_raw_html]JTNDc2NyaXB0JTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZnaXN0LmdpdGh1Yi5jb20lMkZoaWNnbG9iYWxzb2x1dGlvbnMlMkZhNzU3ZDI3NWJhZWUwMzc5ZDViNjliZGVlOTFmOTQzNC5qcyUyMiUzRSUzQyUyRnNjcmlwdCUzRQ==[/vc_raw_html][vc_column_text]Note: SourceID tells for which object DocuSign is related to. You can configure merge fields, CES, and CMS as per your need.

STEP 2: Add a custom button to the layout

STEP 3: Execute what we have created. Click on the opportunity Custom Docusign button we just created

You have now completed the building block of creating a custom DocuSign button for your object. If you have any queries, do reach out to us.

Happy Learning! 🙂[/vc_column_text][/vc_column][/vc_row]