| The information in this article applies to customers on DocSend Standard, Advanced, Advanced Data Rooms and Enterprise. |
This article, will outline the process to configure DocSend Salesforce integration. Admins or account owners can enable Salesforce sync in DocSend, create custom fields in Salesforce, and map them to get the most value out of the integration.
Enable Salesforce sync in DocSend
You can enable Salesforce sync from the Company Salesforce Settings page.
- Visits: Generated when a visitor opens a DocSend link.
- Document link creations: Generated when a user creates a new document link.
- Space link creations: Generated when a user creates a new Space link.
To enable, navigate to the relevant tab and select the appropriate synchronization option(s).
Additional sync settings
These settings are optional, and you should consider your organization’s overall Salesforce workflows before enabling any of them.
Visits
- Create new Leads for unmatching emails: Automatically creates a lead to sync a visit to if a visitor’s email isn’t found in Salesforce.
- Create open Tasks for unmatching records: Creates an open task in Salesforce if a visitor’s email isn’t found in Salesforce.
Links and Spaces:
- Create open Tasks for unlinked Accounts: Creates an open Task in Salesforce if the related account isn’t found in Salesforce.
Add “task type” picklist values in Salesforce
The next few setup steps will occur in Salesforce and require admin access to complete. First up is adding new picklist values to the Task.Type field; these will be applied to the Tasks that DocSend syncs to Salesforce.
- Click Setup in the top right-hand corner.
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Search for “Task Fields” in the Quick Find/Search bar.
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Select Type from the list of standard task fields.
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Under Task type picklist values, add the following values:
- DocSend visit
- DocSend link creation
- DocSend Space creation
Create custom fields in Salesforce
Create new custom fields on the Activity object in Salesforce. Adding custom fields is helpful because the DocSend data will sync to specific fields and enable you to easily see the metadata and use it for Salesforce reports.
This section will guide you through how to add a new custom field in Salesforce.
- Search for “activity custom fields” in the search bar.
- Click New to create a new field.
- Select the appropriate data type for the field; these are listed in the tables below.
- Input the recommended field name as the field label and configure the field settings.
- Text fields should have a length of 255 characters.
- Number fields should have a length of 18 digits and 0 decimal places.
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Set the field-level security to Visible for all.
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Add the field to the Task Layout and click Save (or Save and New to continue creating fields).
- Repeat these steps to create all the fields listed in the sections below.
| Note: If you decide not to enable a particular sync type, you don’t need to create the custom fields for that sync type. |
Custom fields for visits
The fields below are recommended for syncing visits to Salesforce. The first two columns outline the recommended name and data type to configure in Salesforce, and the last column denotes the related DocSend field.
| Note: You can configure different names for the Salesforce fields above, but we do recommend keeping them aligned to the related DocSend field to avoid any confusion. |
Custom fields for document link creations
The fields below are recommended for syncing link creations to Salesforce. The first two columns outline the recommended name and data type to configure in Salesforce, and the last column denotes the related DocSend field.
| Important: The red fields below are also used for syncing visit data. If you already created these fields, you don’t need to recreate them. |
Custom fields for Space link creations
The fields below are recommended for syncing Space link creations to Salesforce. The first two columns outline the recommended name and data type to configure in Salesforce, and the last column denotes the related DocSend field.
Map Salesforce fields in DocSend
You can start mapping after you’ve added the picklist types and created your custom fields in Salesforce.
Field mapping for visits
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Under Value, type “DocSend visit” and click Add to confirm.
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Under Field mappings, set the Visit property field equal to the appropriate Activity field (from Salesforce), click Add, and repeat this for all custom fields:
Note: If you used different names for your custom fields in Salesforce, the options in your “Activity Field” dropdown may look different. Select whichever field name(s) you configured in Salesforce.
Field Mapping for Document Link Creations
To set up the field mapping for visit syncs, head over to the Salesforce: Links page in your Company Settings.
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In the Activity Fields section, add the following:
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Then, under Field Mappings, set the Visit Property field equal to the appropriate Activity Field (from Salesforce), click Add, and repeat this for all custom fields:
| Note: If you used different names for your custom fields in Salesforce, the options in your “Activity Field” dropdown may look different. Select whichever field name(s) you configured in Salesforce. |
Field mapping for document link creations
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Under Value, type “DocSend link creation” and click Add to confirm.
- Then, under Field mappings, set the Visit property field equal to the appropriate Activity field (from Salesforce), click Add, and repeat this for all custom fields:
Field mapping for Space link creations
- In the Activity fields section, add the following:
Connect users’ DocSend accounts to Salesforce
The integration is now configured, and all you need to do is ensure that your users connect their Salesforce accounts to DocSend. Since DocSend connects to Salesforce on the user level, each user will need to individually connect their account.
Learn more about how to individually connect accounts.
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Still need help? See more articles in the DocSend Help Center.