Which two features of Contract Lifecycle Management and OmniStudio can be used?

The administrator of an energy company needs to manage the lifecycle of new contracts in Salesforce. After the generation of the contract, it needs to be sent to the customer for eSignature through DocuSign.

Which two features of Contract Lifecycle Management and OmniStudio can be used?
A . The ‘Send for eSignature’ Velocity action can be used to send the last version of the contract document to DocuSign
B . An Omni script can be configured, and a DocuSign Envelope action can be used to email the contract for signature.
C . An Integration Procedure with an HTTP action is needed to integrate with DocuSign. which can be called from an Omniscript
D . An integration Procedure with a DocuSign Signature action can be called from an Omniscript to email the contract for signature

View Answer

Answer: B, D

Explanation:

In managing the lifecycle of new contracts in Salesforce and integrating with DocuSign for eSignatures, the use of OmniStudio tools is pivotal. An OmniScript can be configured to include a DocuSign Envelope action, which facilitates the emailing of the contract for signature. Additionally, an Integration Procedure with a DocuSign Signature action can be called from an OmniScript, providing a streamlined method to integrate Salesforce with DocuSign and automate the contract signature process. These features leverage the capabilities of OmniStudio to offer flexible and customizable solutions for contract management and eSignature processes, enhancing efficiency and user experience.

Reference = Salesforce OmniStudio, including OmniScripts and Integration Procedures, provides comprehensive capabilities for integrating Salesforce applications with external services like DocuSign. The Salesforce documentation on OmniStudio tools offers guidance on configuring these features to streamline business processes