# Salesforce

> Install the package and connect your org, fill templates from records, send and negotiate from Salesforce, and report on every envelope.

A track in [Tally Sign University](https://www.tallysign.com/university).

- [Install and connect Salesforce](https://www.tallysign.com/university/salesforce/connect-salesforce): Say where you send from, install the Tally Sign package, then sign in once as a Salesforce admin. Tally Sign checks what your org has and adapts to it.
- [Add Tally Sign to Salesforce](https://www.tallysign.com/university/salesforce/install-the-package): After connecting: assign permission sets and seats, put the Tally Sign component on the record pages you send from, add the Send with Tally Sign action and check it all from Tally Sign.
- [Salesforce fields in templates and Preview as record](https://www.tallysign.com/university/salesforce/fields-and-preview): Place any field from the record, or its parent records, and preview the template with real data.
- [Who signs (signer rules)](https://www.tallysign.com/university/salesforce/who-signs): Tell Tally Sign where to find each signer on the record. The first rule that finds a name and email wins.
- [After signing: field updates, Files and notifications](https://www.tallysign.com/university/salesforce/after-signing): Update fields on the record, save the signed PDF to Files and notify the sender, automatically.
- [Send from a Salesforce record](https://www.tallysign.com/university/salesforce/send-from-salesforce): Send an order form or any template from a Quote, Opportunity, Order, Contract or Account.
- [Negotiate from inside Salesforce](https://www.tallysign.com/university/salesforce/negotiate-in-salesforce): Reply to questions, leave internal notes and accept or reject redlines without leaving the record.
- [Envelopes, reports and the dashboard](https://www.tallysign.com/university/salesforce/envelopes-reports-and-dashboard): Every document sent from Salesforce becomes an Envelope record you can list, report on and use in Flows.

Source: https://www.tallysign.com/university/salesforce