Capture signatures with clear control.
Signature workflows need clear ownership and reliable storage. When signatures are captured within Salesforce, teams can keep access aligned to permissions and maintain easy to review records without manual reconciliation.
Signature capture
Capture signatures tied directly to the right records.
History
Maintain easy to follow signing activity for review.
Automated routing
Keep approvals aligned to ownership and routing rules.
Signature workflow priorities
Signature intake should keep context, ownership, and history intact. Control matters as much as speed.
Easy to follow context
Store signing context and record linkage in a consistent way.
Permission-aligned access
Ensure only approved roles can view or manage signed records.
Reviewable changes
Keep updates and approvals visible through standard Salesforce tools.
Common signature workflows
These workflows benefit from clear ownership and consistent storage.
Agreements and approvals
Capture approvals tied to the right account or case record.
Program acknowledgments
Store acknowledgments with consistent fields for reporting.
Policy confirmations
Maintain confirmation history for reviews.
Recommended guides
Native Salesforce Forms
Salesforce Data Collection Best Practices
Salesforce Form Builder Guide
Product that supports signature workflows
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