To ground Agentforce with real agreement data, you sync Docusign Navigator records into structured Salesforce fields using Named Credentials, Apex callouts, and a headless Lightning Web Component (LWC). This post walks through each component, from the service class to the Prompt Template.

Learn how document visibility settings work and how to control them in complex scenarios via the eSignature REST API.

Learn to configure your authentication in Salesforce so you can call any Docusign API from an Apex class.

Learn to create a Docusign IAM Extension App using Azure. This guide covers setting up an Azure Source System, provisioning Cosmos DB and Azure Functions, configuring OAuth, and deploying function code.

Docusign Multi-Channel Delivery (MCD) lets you send agreement notifications through email, SMS, and WhatsApp in a single API request. By reaching recipients on both desktop and mobile, it reduces missed notifications and helps agreements move from Sent to Signed faster.

The new Docusign for Developers platform includes tools for creating automated workflows, extending Docusign functionality, and managing stored agreements through Docusign IAM.