How do I migrate Docusign for Salesforce to the latest version?The current version of DocuSign for Salesforce requires at least version 5.6 to update. If you have not updated in a while and are running a version before 5.6, you will need to update to 5.6 before continuing the update. If you try to update to the current version from a version prior to 5.6, the update will fail.
Check the version of DocuSign for Salesforce. To do so, from your Salesforce account, go to your Setup page, then click Build > Develop > Installed Packages.
The version you are using should display:
To upgrade from a version earlier than 5.6
Click the link appropriate to your environment:
You'll need to install this first. That will update you to 5.6. You should install it for your entire installation of Salesforce when you go through the installation process.
Note: It can take a significant amount of time to update - at least 5 minutes, possibly more - so if it takes time to update, this is not a problem with the installation, it is normal.
Once you are at version 5.6
From your Salesforce account, go to your Setup page, click Build > Develop, and then click on AppExchange Marketplace:
Once you are in the Marketplace, search for DocuSign, and find "DocuSign Electronic Signatures - DocuSign for Salesforce (e-Signature)" Click the "Get It Now" button. You will need to log into the AppExchange using your production Salesforce credentials, even if the update is to a sandbox. You should choose the manner of installation:
Agree to the terms and conditions, and then confirm and install. As before, this can take a few minutes.
Once this is completed, you will be using the most up-to-date version of DocuSign for Salesforce.