Electronic Signatures

Note Salesforce's Electronic Signature feature provides 21 CFR Part 11-ready electronic signature functionality. You can set up and use the feature to comply with your own 21 CFR Part 11 compliance requirements.

Help users track when they need to digitally verify records by embedding a Pending Signature component anywhere in your org such as on the Home page, on a record detail page, on a tab, or in a Lightning web component or Salesforce Flow. Users can view a list of electronic signature records that are ready for signing or that are rejected but still open. Users can sign these records on the same device or different devices.

Each electronic signature record includes the signature request date and a link to the related reference record. Users approve or reject the update, add comments, enter their location, and enter their CRM user credentials.

A signature trail is complete when all signatures in the trail have a status of Completed or Rejected. You can add more status values for the signature trail and signature.

Here are examples of when you can use electronic signatures.

• Manage Chain of Custody of Advanced Therapies: A custody item related to a care program enrollee has three custody chain entries. Each custody chain entry has a signature trail. The electronic signature records in this trail appear on the care program enrollee’s record page when they’re ready for signing.

• Verify Documents: A non-disclosure agreement record is the parent reference record for a signature trail.

• Set Up Electronic Signatures
  Set up the Digital Verifications feature to manage electronic signatures in Salesforce rather than in a 3rd-party application.
• Create a Signature Trail
  Create a signature trail that sets the number of required signatures and determines if designated verifiers must sign the records in a specific order. After you create the trail, configure the signature details.
• Define a Signature
  After you create a signature trail, define signature details such as the order of designated verifiers and whether designated verifiers belong to a user group or have a specific participant role. You also set the text for the pre- and post-signing reasons.
• Add the Pending Signature Component to a Page
  Help users track when records are ready for their signature by adding the Digital Verification List component to the Home page or a record page such as the Care Program Enrollee record page. Users can view a list of digital verifications that either require signatures or are rejected but still open.
• Use Electronic Signatures
  With Digital Verification, you can sign electronic records to verify key record updates such as Chain of Custody events in Advanced Therapy Management. You use your CRM credentials to sign the records on the same device as the other signers or different devices.