How to Send Documents for eSignature through Automation

Step 1: Use an existing Sign Template or create a new one. If you haven’t created a template yet, click here.

Step 2: Copy the Sign Template ID.

Step 3: Type “Flows” in the Quick Find search bar, then select it to open the Flow Setup page.

Step 4: On the Flow Setup page, click the “New Flow” button to create a new flow.

Step 5: Select “Record Trigger Flow”.

A Record-Triggered Flow in Salesforce is a type of automation that runs automatically when a record is created, updated, or deleted.

Step 6: Choose the appropriate object, then configure when the flow should trigger (e.g., when a record is created, updated, or deleted according to your business requirements).

Note: Choose the appropriate object (e.g., Account, Opportunity, or a custom object). Define when the flow should trigger (e.g., record creation, update, or deletion). Configure entry conditions based on your business requirements.

style="font-size: 16px;">Configure entry conditions based on your business requirements.

Step 7: Click “Add Element” in the Flow Builder, then search and select “Async Sign Template.”

Step 8: Enter the Label and API Name for the Async Sign Template element.

Step 9: In the Record ID field, search for the triggering record and select the appropriate object ID field.

Step 10: Enter the Sign Template ID that you copied in Step 2.

Step 11: Click Save, then enter the desired Flow Label and API Name for your flow.

Step 12: Click the Activate button to activate the flow.

Step 13: Open the record and update it. Once the record is updated and saved, a new Sign Transaction will be automatically created and record saved in Salesforce.