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Yoti eSign | AI Agent for Salesforce

Yoti eSignatures AI Agent for Salesforce

Overview

Streamline signature collection processes with Yoti Sign and Agentforce in Salesforce. Manage digital signatures efficiently and securely within your workflows while keeping customer information right where you need it.

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  • 85% of recipients sign within the first two hours.

  • Be more compliant than ever with a network of global electronic signature acts including eIDAS, the ESIGN Act and the UETA act.

  • Improve security and protect your privacy. All documents are encrypted both in transit and in storage. Yoti Sign is SOC2 compliant and has been pen tested by ethical hackers for our strong security standards.

  • Effortless Integration: Seamlessly integrate Yoti Sign within Salesforce.

  • Customizable Workflows: Use Agentforce to set up signature collection workflows tailored to your needs.

Simplify signature collection processes with Yoti Sign and Agentforce. Integrate Yoti Sign into your Salesforce platform to create seamless digital signature workflows for your customers. With Agentforce, configure custom workflows for each use case. Signature documents and verification results are securely stored in the relevant Salesforce accounts for easy reference.

Categories

Industries
Financial Services
Professional Services
Public Sector
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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