OneSpan Sign for Salesforce: Integrator's Guide

This guide describes how to integrate the eSignLive application with the Salesforce application. The guide's procedures enable:

  • The execution of certain actions programmatically
  • The customization of OneSpan Sign for Salesforce for your environment

Document Audience

This guide's intended audience is Salesforce administrators and Salesforce developers. The developers should know JavaScript.

Document Organization

This rest of this guide discusses the following topics:

  1. Creating eSignLive Transactions Programmatically
  2. Automation via eSignLive Conventions
  3. Auto-Preparing Transactions
  4. Working with Dynamic Doc-Creation Apps
  5. Connecting to a Private Cloud or On-Premises eSignLive
  6. Configuring a Government Instance of Salesforce