---
title: "Release notes"
url: "https://docs.signnow.com/docs/signnow-salesforce-release-notes"
type: "page"
section: "Integrations"
slug: "signnow-salesforce-release-notes"
---

# Release notes

# SignNow for Salesforce release notes

Review the latest improvements to the SignNow for Salesforce integration.

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**<summary>July 2026</summary>**

✅ Updated the [Document storage](/docs/document-storage) settings so completed document copies are saved to the default workspace Team folder instead of an auto-created integration folder, with refreshed labels and template-location notes.

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**<summary>June 2026</summary>**

✅ Added a [Troubleshooting](/docs/salesforce-troubleshooting) section covering common integration issues.

✅ Published the [Generate and Send Document via SignNow](/docs/apex-generate-and-send-document) Apex action guide, covering DOCX template preparation, Document Flow configuration, and Apex action setup in Flow Builder.

✅ Added [Salesforce Classic setup steps](/docs/salesforce-invites-status-widget#add-the-widget-in-salesforce-classic) to the Invites Status widget guide, so Classic users can track invite status the same way Lightning users do.

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**<summary>March 2026</summary>**

✅ Added documentation for the new [Send SignNow Freeform Invite](/docs/apex-send-freeform-invite) Apex Action and the example use case.

✅ Published a new [use case](/docs/salesforce-role-based-access) covering an HR hiring workflow with multiple recipients accessing different documents, and automatic delivery of the merged document back to the Salesforce record.

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**<summary>February 2026</summary>**

✅ Published a new use case based on the customer workflow: [Automate language-specific welcome packets with Salesforce Flow and SignNow Apex actions](/docs/salesforce-automation-apex-actions).

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**<summary>January 2026</summary>**

✅ New Apex actions added to the [Apex Actions guide](/docs/salesforce-apex-actions):

- [Get SignNow Editor URL](/docs/apex-editor-url)
- [Get SignNow Send Invite URL](/docs/apex-get-send-invite-url)
- [Get SignNow Document Group](/docs/apex-get-document-group)
- [Reassign SignNow Invite](/docs/apex-reassign-invite)
- [Send SignNow Invite via SMS](/docs/apex-send-sms-invite)
- [Create SignNow Embedded Invite](/docs/apex-create-embedded-invite)
- [Create SignNow Document Group from SignNow Template](/docs/apex-create-document-group-from-template)
- [Get SignNow Document Group Recipients](/docs/apex-create-document-group-from-template)

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**<summary>December 2025</summary>**

✅ Published a [use case](/docs/salesforce-send-attachment-with-tags) that explains how to send a PDF attachment with text tags from any Salesforce record.

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**<summary>October 2025</summary>**

✅ Published the use case describing how to [send a contract for signature to one or two sellers](/docs/salesforce-conditional-contract-sending) based on object conditions.

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**<summary>August 2025</summary>**

✅ Added **Field Editing** info for [Salesforce field mapping](/docs/templates#pre-fill-fillable-fields).

✅ Published the use case for Salesforce integration users: [Send an order form for signature](/docs/salesforce-send-order-form).

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**<summary>May 2025</summary>**

✅ Added the [Apex actions](/docs/salesforce-apex-actions) section to the user guide.

✅ Added the [Invites Status widget](/docs/salesforce-invites-status-widget) section to the user guide.

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**<summary>March 2025</summary>**

✅ Added the [Custom reports](/docs/custom-reports) section to SignNow for the Salesforce user guide.

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*Full page: https://docs.signnow.com/docs/signnow-salesforce-release-notes*