https://github.com/docusign/sample-app-salesforce-apex

https://github.com/docusign/sample-app-salesforce-apex

Last synced: 2 months ago
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• Host: GitHub
• URL: https://github.com/docusign/sample-app-salesforce-apex
• Owner: docusign
• License: mit
• Created: 2021-12-03T21:40:18.000Z (over 4 years ago)
• Default Branch: master
• Last Pushed: 2025-04-14T15:55:38.000Z (12 months ago)
• Last Synced: 2025-05-31T03:43:36.102Z (10 months ago)
• Language: Apex
• Size: 2.33 MB
• Stars: 2
• Watchers: 9
• Forks: 3
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

          
# MyFinance: Docusign Sample Application

## Introduction

MyFinance is a Docusign sample application showcasing how you can integrate Docusign and Salesforce with the Apex Toolkit. You can find a live instance running at [https://myfinance.sampleapps.docusign.com](https://docusignsamplefinance-developer-edition.na156.force.com/myfinance/s/).

 

The examples were created using these Docusign APIs and features:

   * [Embedded signing](https://developers.docusign.com/docs/salesforce/how-to/embedded-sending-signing/).

   * [Adding tabs to a document](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-with-tabs/).

   * [Sending an envelope from a template](https://developers.docusign.com/docs/salesforce/how-to/send-envelope/).

## Installation

### Prerequisites

* A Docusign Developer demo account (email and password) on [demo.docusign.net](https://demo.docusign.net). If you don't already have a developer account, create a [free account](https://go.docusign.com/o/sandbox/).

* A Salesforce developer account and org that has installed the [Docusign eSignature for Salesforce package](https://developers.docusign.com/docs/salesforce/how-to/apex-toolkit-install/).

* Visual Studio Code set up with the necessary [Salesforce development tools](https://trailhead.salesforce.com/content/learn/projects/set-up-your-lightning-web-components-developer-tools/install-development-tools).

## License information

This repository uses the MIT License. See the [LICENSE](./LICENSE) file for more information.