Available on: Standard  Advanced  Enterprise

Overview

Once enabled, the DocSend Salesforce integration can be leveraged to link DocSend and  Salesforce accounts. After linking a DocSend account to Salesforce, any related visits, link creations, and Space creations will be synced to the account in Salesforce. 

There are a few ways to link a DocSend account to Salesforce. Keep reading to understand where you can link accounts to Salesforce!

Skipping Ahead

• Linking a Document or Space Link to a Salesforce Account
• Linking a Salesforce Account From the Account Page
• Updating or Unlinking a Salesforce Account
• Things to Consider

Linking a Document or Space Link to a Salesforce Account

When you create a new link, you’ll be prompted to select an account. You can select either a DocSend account or a Salesforce account. To do this, simply toggle between “DocSend Accounts” and “Salesforce Accounts” when entering an account name in the link’s settings. 

• Selecting a Salesforce account will automatically create a DocSend account with the same name.
• Selecting a Salesforce account whose exact name exists as a DocSend account will link the two.
• Selecting a Salesforce account whose name matches a DocSend account that’s already linked to a different Salesforce account, DocSend will create a new account with a “(1)” appended to it.

If link creation sync or Space creation sync is enabled, this activity will sync to Salesforce on the selected account. 

Linking a Salesforce Account From the Account Page

From the Accounts page, you can open any existing account and link it to a Salesforce account. Any new visit activity associated with the account will be synced to Salesforce.

To link an account to Salesforce:

1. Open the Account page in DocSend.
2. Click Link to a Salesforce account.
3. Enter the account name to search for it.
4. Select the correct account and click Link to selected account.

You can also click the “more options” menu (three dots) and click Link to Salesforce instead.

Updating or Unlinking a Salesforce Account

To update a linked Salesforce account:

1. Click the “more options” menu (three dots).
2. Click Edit Salesforce link.
3. Search for the new account name.
4. Click Link to selected account.

To unlink a Salesforce account:

1. Click the “more options” menu (three dots).
2. Click Unlink from Salesforce.

Important Note: Updating a Salesforce account will only affect new visits and link/Space creations. Any historically synced data will remain on the previously linked account. 

Things to Consider

• Multiple DocSend accounts cannot be synced to the same Salesforce account.
• Upon linking, the DocSend account name will be updated to match Salesforce. If another account with that name already exists, a “(1)” will be appended to the account name.
• If an account name is changed in Salesforce, the account will remain linked to DocSend, but the name in DocSend will not be automatically updated.
• If an account is deleted from Salesforce, it’ll be unlinked from the related DocSend account upon the next attempted sync.

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Still need help? Reach out to support@docsend.com!