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Set Up the Remote Site for Salesforce Contracts E-Signature
To configure DocuSign to work with the Salesforce Contracts application, you must connect Salesforce to a DocuSign account. You set up the DocuSign remote site as one of the websites your Salesforce org can invoke.
Attention Since DocuSign places a 15-minute minimum interval requirement between two successive calls, Salesforce strongly recommends that you maintain a separate DocuSign account for each org. Sharing a DocuSign account between orgs can cause DocuSign processing delays.
To set up the remote DocuSign site:
- From Setup, in the Quick Find box, enter Remote Site Settings.
- Click Remote Site Settings.
- Click New Remote Site.
- Enter these details:
- Remote Site Name: {Add a remote site name}
- Remote Site URL: Your company’s DocuSign URL. For example, https://www.docusign.net.
- Save your changes.
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