Salesforce
Accounts, contacts, opportunities, business records, and associated files.
Salesforce integration
Agreement execution connected to Salesforce records.
Use the selected Salesforce record and contacts to prepare the ceremony, coordinate signing in Teams, and return finalized documents and evidence as Salesforce Files.
Record-connected signing
Build the ceremony from Salesforce context.
SignumEra can use Salesforce contacts for recipient selection and associate the agreement with the relevant business record. The Teams application remains the signing-control surface.
Salesforce workflow
- Select the relevant Salesforce record
- Choose recipients from associated contacts
- Select or prepare the source document
- Run the signing ceremony in Teams
- Write finalized documents and evidence to Salesforce Files
Separation of responsibilities
Salesforce manages the relationship record. SignumEra manages execution.
Microsoft Teams
The organizer’s meeting, coordination, and Teams-native operating environment.
SignumEra
Prepared document, signing policy, participant state, finalization, and evidence package.
Connect the record. Control the ceremony. Return the completed evidence.
Salesforce integration model