> You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # Docusign eSignature for Salesforce ## Docs - [Docusign eSignature for Salesforce 101](https://developers.docusign.com/docs/salesforce/salesforce101.md): Integrate the latest Docusign eSignature functionality into Salesforce apps, including simplified onboarding and Lightning-first administration, sending, and status. - [Apex Toolkit overview](https://developers.docusign.com/docs/salesforce/salesforce101/apex-toolkit.md): Discover the Apex Toolkit, a managed package of predefined methods, classes and utilities that enable you to integrate Docusign and Salesforce functionality into your Apex code. - [Comparing Apex Toolkit classes with Docusign APIs](https://developers.docusign.com/docs/salesforce/salesforce101/comparing-apex-toolkit-with-apis.md) - [How-to guides overview](https://developers.docusign.com/docs/salesforce/how-to.md): Discover common scenario integrations and how to implement Docusign eSignature for Salesforce and the Apex Toolkit. - [How to install the Apex Toolkit](https://developers.docusign.com/docs/salesforce/how-to/apex-toolkit-install.md): The Apex Toolkit is available within the Docusign eSignature for Salesforce Essentials managed package. Find out here how to install it on your system. - [How to authenticate](https://developers.docusign.com/docs/salesforce/how-to/authenticate.md): After installing or upgrading Apex Toolkit v2+, you must authenticate with Docusign. Discover how with this walk-through of the authentication process. - [How to obtain consent](https://developers.docusign.com/docs/salesforce/how-to/obtain-consent.md): Discover how to obtain consent using Docusign OAuth in your application using the Apex Toolkit. - [How to send an envelope](https://developers.docusign.com/docs/salesforce/how-to/send-envelope.md): Learn how to use the Apex Toolkit with Docusign eSignature for Salesforce to create a function to apply a Docusign template to an envelope and send it from Salesforce. - [How to use embedded signing](https://developers.docusign.com/docs/salesforce/how-to/embedded-sending-signing.md): Learn how to use embedded signing within the Salesforce environment integrations with the Apex Toolkit. - [How to bulk send envelopes](https://developers.docusign.com/docs/salesforce/how-to/bulk-send.md): Demonstrates how to send envelopes in bulk to multiple recipients using the Apex Toolkit. - [How to send multiple envelopes](https://developers.docusign.com/docs/salesforce/how-to/multi-send.md): Learn how to use the capabilities of the Apex Toolkit to send multiple customized envelopes in a single transaction from within Salesforce. - [How to send an envelope with tabs](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-with-tabs.md): Learn how to add tabs to your envelopes with the Apex Toolkit. - [How to send an envelope with email reminders](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-with-email-reminders.md): See how to send an envelope with email reminders using the APEX toolkit. - [How to send an envelope to an In Person Signer](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-to-in-person-signer.md): In Person Signing allows a host to facilitate a Docusign session for a signer who is physically in the same location as them. - [How to transform PDF form fields](https://developers.docusign.com/docs/salesforce/how-to/transform-pdf-form-fields.md): Learn how to use PDF form field transformation within the Apex Toolkit. - [How to send an envelope from a Salesforce flow](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-from-salesforce-flow.md): Learn how to send an envelope from a flow created with the Salesforce Flow Builder. - [How to send an envelope from an Apex trigger](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-from-trigger.md): Learn how to use the capabilities of the Apex Toolkit to send envelopes through an Apex trigger. - [How to send an envelope with merge fields](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-with-merge-fields.md): Learn how to use merge fields in your envelopes sent with the Apex Toolkit. - [How to bulk send envelopes with merge fields and data writeback](https://developers.docusign.com/docs/salesforce/how-to/bulk-send-with-merge-fields-data-writeback.md): Learn how to use the Apex Toolkit to bulk send envelopes with merge fields. - [How to perform unit testing](https://developers.docusign.com/docs/salesforce/how-to/unit-testing.md): Learn how to unit test your Salesforce integration code with the Apex Toolkit. - [Docusign Apex Toolkit](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/index.html.md) - [APIError](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/apierror.html.md) - [APIErrorCode](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/apierrorcode.html.md) - [APIException](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/apiexception.html.md) - [AccountService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/accountservice.html.md) - [ApproveTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/approvetab.html.md) - [AuthService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/authservice.html.md) - [BulkList](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/bulklist.html.md) - [BulkSendService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/bulksendservice.html.md) - [ButtonTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/buttontab.html.md) - [CheckboxTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/checkboxtab.html.md) - [CommentThreadTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/commentthreadtab.html.md) - [CompanyTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/companytab.html.md) - [CustomField](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/customfield.html.md) - [DateSignedTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/datesignedtab.html.md) - [DateTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/datetab.html.md) - [DeclineTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/declinetab.html.md) - [DocuSignException](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/docusignexception.html.md) - [Document](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/document.html.md) - [DocumentService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/documentservice.html.md) - [DrawTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/drawtab.html.md) - [ESignatureAPIMock](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/esignatureapimock.html.md) - [EUAdvancedAccessCodeProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/euadvancedaccesscodeprovider.html.md) - [EUAdvancedSmsProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/euadvancedsmsprovider.html.md) - [ElectronicSignatureProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/electronicsignatureprovider.html.md) - [EmailAddressTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/emailaddresstab.html.md) - [EmailTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/emailtab.html.md) - [Entity](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/entity.html.md) - [Envelope](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelope.html.md) - [EnvelopeConfiguration](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelopeconfiguration.html.md) - [EnvelopeIdTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelopeidtab.html.md) - [EnvelopeService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelopeservice.html.md) - [EventService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/eventservice.html.md) - [ExpressSignatureProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/expresssignatureprovider.html.md) - [FirstNameTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/firstnametab.html.md) - [FormulaTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/formulatab.html.md) - [FullNameTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/fullnametab.html.md) - [GenInvoiceTriggerHandler](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/geninvoicetriggerhandler.html.md) - [IDNowProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/idnowprovider.html.md) - [ITAgileProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/itagileprovider.html.md) - [IcpBrasilProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/icpbrasilprovider.html.md) - [InitialHereTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/initialheretab.html.md) - [LastNameTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/lastnametab.html.md) - [ListTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/listtab.html.md) - [LoggerService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/loggerservice.html.md) - [NotarizeTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/notarizetab.html.md) - [NoteTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/notetab.html.md) - [Notifications](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/notifications.html.md) - [NumberTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/numbertab.html.md) - [OrganizationService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/organizationservice.html.md) - [PaymentTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/paymenttab.html.md) - [PivProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/pivprovider.html.md) - [PolyLineOverlayTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/polylineoverlaytab.html.md) - [RadioGroupTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/radiogrouptab.html.md) - [ReadOnlyTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/readonlytab.html.md) - [ReadWriteTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/readwritetab.html.md) - [Recipient](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/recipient.html.md) - [RecipientService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/recipientservice.html.md) - [SignHereTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signheretab.html.md) - [SignatureApplianceProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signatureapplianceprovider.html.md) - [SignatureProvider](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signatureprovider.html.md) - [SignatureTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signaturetab.html.md) - [SignerAttachmentTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signerattachmenttab.html.md) - [SigningGroup](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signinggroup.html.md) - [SigningService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signingservice.html.md) - [SmartSectionTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/smartsectiontab.html.md) - [SsnTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/ssntab.html.md) - [StatusService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/statusservice.html.md) - [Tab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/tab.html.md) - [TabGroup](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/tabgroup.html.md) - [Template](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/template.html.md) - [TemplateService](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/templateservice.html.md) - [TestUtils](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/testutils.html.md) - [TextTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/texttab.html.md) - [TitleTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/titletab.html.md) - [UUID](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/uuid.html.md) - [UnauthorizedException](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/unauthorizedexception.html.md) - [UserMock](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/usermock.html.md) - [ValidationException](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/validationexception.html.md) - [ValidationResult](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/validationresult.html.md) - [ViewTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/viewtab.html.md) - [ZipTab](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/ziptab.html.md) - [_all Apex Toolkit](https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/_all.html.md) > **Note:** This page contains both a page directory (above) and the landing page content (below). The page directory is generated for agent use and does not appear on the landing page. > You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # Docusign eSignature for Salesforce overview > Use Docusign eSignature for Salesforce and the Apex Toolkit to create fully functional integration solutions that send envelopes, retrieve status, and share data with Salesforce. Choose a customized no-code solution within Salesforce or use the Apex Toolkit for more customization. Docusign eSignature for Salesforce works with Salesforce workflows to allow faster sealing the deal and agreements. ## Places to start * [API 101](/docs/salesforce/salesforce101) * [How-to guides](/docs/salesforce/how-to) * [API Reference](/docs/salesforce/apex-toolkit-reference/index.html) * [Developer FAQ - Apex Toolkit](https://support.docusign.com/s/articles/DocuSign-Developer-FAQs-Apex-Toolkit?language=en_US&_ga=2.138050928.173549851.1656022427-1051458388.1650054780) ![API overview gist graphic](/_fern-files/_img/07438f910bb49c2fda5f61d64c6482755d105554e2a0971bb24ae7bb3d498441.webp) ## Features #### Stay in Salesforce Install from Salesforce AppExchange and complete action in the Salesforce UI #### Salesforce chatter of Docusign events Choose and receive Docusign notifications in your Salesforce Chatter #### Add Docusign features to Salesforce layouts Add and delete by selecting checkboxes ## Discover more * [Docusign University Apex Toolkit course](https://dsudevelopers.docusign.com/docusign-esignature-for-salesforce-apex-toolkit/) * [Watch how to send a template](https://www.youtube.com/watch?v=0vpml8OJg6w) * [Read up on how to customize change requests in Salesforce](https://www.docusign.com/blog/dsdev-deep-dive-discussions-the-apex-toolkit)