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Sertifi for Salesforce.com Installation Guide 2017
Step by Step Installation Guide
1. Access the Sertifi listing on the Salesforce AppExchange.
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016YGfEAM
2. Click on the Get It Now button.
3. If asked, log into the AppExchange, then select where you will install Sertifi.
Sertifi for Salesforce.com Installation Guide 2017
4. Check that you have read and agree to the terms and conditions, then Confirm and Install.
5. Select who should have access to the Sertifi Application (we recommend granting access to all users, if
you want to limit access to Sertifi it is easier to do so in user profiles) and click Install.
Sertifi for Salesforce.com Installation Guide 2017
6. Check Yes and then Continue.
*Sertifi is now installed; follow the remaining steps to complete set up in Salesforce.com
7. In the Salesforce setup menu, select Installed Packages.
Sertifi for Salesforce.com Installation Guide 2017
8. Click on configure next to Sertifi E-Sign for Salesforce.com.
9. Create your Sertifi portal and save.
• Account Title – Your Company Name
• Account url – Your company name without spaces
• Logo Image – Upload your company logo
• Salesforce Login – Enter the username you use to log in to Salesforce
• Salesforce Password – Enter the password you use to log in to Salesforce
10. Note your API code, it will be used in an upcoming step.
Sertifi for Salesforce.com Installation Guide 2017
11. On the left side of the page choose Develop -> Custom Settings, then in the Action column choose
“Manage.”
12. Choose New.
Sertifi for Salesforce.com Installation Guide 2017
13. Follow the below instructions to complete the new setting, then save.
• Enter “Settings” in the name field. If you are installing Sertifi on more than one object you will need to
use different names on subsequent setting records. See Appendix B for how to link a custom button to
other setting names
• Enter the API Code that was provided in step 11
• Choose the Salesforce object from which you will run the Sertifi application and enter one of the below
options in the LinkObjectType Field.
• Account
• Case
• Contact
• Contract
• Lead
• Opportunity
• For a custom object, enter the API name of your object
• If running Sertifi on a custom object, enter the field name created in Appendix C in The Link Object
field, otherwise leave this field blank.
Sertifi for Salesforce.com Installation Guide 2017
• Configure the remaining settings as desired using the table below.
Name • Enter “Settings” in the name field. If you are installing Sertifi
on more than one object you will need to use different
names on subsequent setting records. See Appendix B for
how to link a custom button to other setting names
APICode • Enter the API Code that was provided in step 11
AllowPrefill Uncheck to prevent your senders from editing documents
before sending
Alternate API Url • Enter an alternate API endpoint for your integration. This is
most commonly used to connect to Sertifi sandbox
environments
AppendFileName • Adds the entered text to all folder names
Attach Signed Certificate To
EContract
• Check to have a PDF version of the activity log automatically
attached to the notes & attachments section of the Sertifi
record
Attach Signed Document To
EContract
Check to have a copy of the signed document automatically
attached to the notes & attachments section of the Sertifi
record
Attach Signed Document To
Sending Object
• Check to have a copy of the signed document automatically
attached to the notes & attachments section of the sending
object
CCs Enter an email address that will be added as a default
carbon copy for all Sertifi files
Consolidated Sign All Check this to enable consolidated signing for all files.
Contact Sertifi support to have consolidated signing
enabled for your account.
CreateActivityUsesGmt Check to use GMT in the time stamp in the activity log
Custom Fields • Optional additional fields used to collect data in the
signature box. Enter the name of the data you want to
collect, for example enter “Title” if you wish to always have a
field for the signer to enter their title on the signature box.
If you do not need any additional information collected
leave the fields filled with “placeholder”
Unsigned Documents Expire
After (Days)
Sets the file expiration date a certain number of days after
the creation date
Default Sign Method • Choose which of options to set as the default sign type
when creating requests
• Print,Sign,Fax – fax
• Electronically – elec
• Either Electronically or Print sign and Fax – both
Sertifi for Salesforce.com Installation Guide 2017
Document Library Folder Id Enter the name of the Salesforce folder that contains the
library of documents you will use for signature requests
(see appendix F)
EmailMessage Set a default message for the “Email Message” field, this
message appears in the invite email and on the landing
page
Email/Logo Groups Enter a comma separated list of group names that signers
can select during the sending process. Contact Sertifi
support to have email groups created for your account.
InviteSignerDefault Uncheck to stop the automatic email from sending to first
signers as soon as the send button is used
LinkObjectType Enter the object name from which you will run the Sertifi
application. If you are running on a custom object enter the
API name of that object.
LinkObjectField Only needed when running on a custom object, enter the
API name of the field created in Appendix C
Mask Emails From Client Check to hide the signers email address on the signing page
& signed documents
SFDataIntegration Check to enable data merging to and from signature
documents. For more information on setting up documents
for data integration see Appendix D
ShowApplySignature Check to display the option for the sender to automatically
apply their signature to a document when sending. The
sender must be added as a signer for this to work
ShowEmailMessageField Uncheck to hide the message field used to personalize a
message to the signers
Show Expiration Date Uncheck to hide the date field used to set a file expiration
date when creating a request
ShowHardDriveUpload Uncheck to hide the ability for the sender to upload
documents from their hard drive when creating a request
ShowInviteSigner Check to provide the sender with the option to send the
invite email when they click the send button or at a later
time
ShowPasswordField Check to provide the sender the ability to set a password to
the file
ShowPaymentOption Check to enable the payment request interface. Contact
Sertifi support to have payments enabled for your account
ShowPaymentVerficationOption Check to enable authorization only payment option
ShowQuoteDocumentSelect Check if you want to add documents created by the native
Salesforce quote application and saved in the quote
documents related list
Sertifi for Salesforce.com Installation Guide 2017
ShowRelatedObjectSelect Uncheck to hide the ability for the sender to upload
documents from the Notes and Attachments of the sending
record when creating a request
ShowSFFolderSelect Check to enable the ability for the sender to upload
documents from the salesforce folder set in the above
setting “Document Folder Library Id”
Enable Non-Contact Signer Check to enable the ability to add participants by email
address without first creating contact records
Enable Contact Signer Uncheck to turn off the contact lookup option for adding
participants to requests
Show Language Selection Check to provide the sender the ability to select an alternate
language for the signing process. Contact Sertifi support to
have language options enabled for your account
Show Signing Methods Check to give senders the option to change the default sign
type selected in the above setting “Default Sign Method”
Signing Level Names • This assigns labels for the different signer levels your
organization uses, the default values are already provided
for you, “1st Signer-1/2nd Signer-2/Carbon Copy-0”. If you
prefer to name them something other than 1st Signer, 2nd
signer, & Carbon Copy simply replace those with the label of
your choice. You can add up to 10 signer levels by entering
the level number after the label name.
UpdateMethodName This is only used for custom integration needing to connect
to Sertifi updates to trigger custom code. To use enter the
name of your Apex Class
UseChatter Check to push Sertifi activities into Salesforce Chatter. To
complete set up see Appendix E
MergeUploadedDocuments Check to use the Sertifi Merge Document setting. This
setting combines all uploaded documents in a file into one
document. Contact Sertifi support to have merge enabled
for your account
1stSigners • Enter an email address that will be added as a default 1st
level signer for all Sertifi files
2ndSigners Enter an email address that will be added as a default 2nd
level signer for all Sertifi files
* If you are installing Sertifi for Salesforce.com on a custom object, please see Appendices B and
C before continuing with step 15.
Sertifi for Salesforce.com Installation Guide 2017
* Reference Appendix B to create an alternate button for your standard objects if you want to
automate some or all of the sending process.
14. In the column on the left side of the page, choose Customize. Then select the object in which you chose
to install Sertifi. Next choose Page Layouts. On the resulting page click Edit next to Layout you will use
with Sertifi.
15. Choose Buttons and then drag the Sertifi E-Sign button to the Custom Buttons section.
Sertifi for Salesforce.com Installation Guide 2017
16. Next choose Related Lists. Drag Sertifi EContracts to your chosen place in the list below. Note: If you
are running from a custom object the list may have been added when you created it.
17. After adding Sertifi EContracts to the layout, click on the Related list properties (the wrench icon).
18. Change the Sort By to Created Date and the order to Descending, then expand the Buttons bar.
Sertifi for Salesforce.com Installation Guide 2017
19. Deselect New and choose OK.
20. Save the page layout.
21. Choose Yes.
Sertifi for Salesforce.com Installation Guide 2017
22. On the left side of the page under Administration Setup expand Security Controls, then select Network
Access. On the resulting page choose New.
23. Enter the IP range: Start range 204.93.207.36 --- End range 204.93.207.46. Choose Save.
Sertifi is now installed in Salesforce.com. Complete the remaining steps to enable real-time
updates for your integration.
*If you do not already have it, you will need to request super admin
access to your Sertifi portal. Please email your dedicated Customer
Success Manager or [email protected] to request this access
24. Log in to your Sertifi portal and access the account settings on the administration tab, then select Real
Time Updates.
Sertifi for Salesforce.com Installation Guide 2017
25. Change the Update type to “Salesforce Oauth2,” enter a failure notification email, select your salesforce
instance type, and click Connect.
26. Enter your Salesforce login credentials, then click “Allow” to connect. You have now linked Sertifi to
Salesforce via our Connected App.
Sertifi for Salesforce.com Installation Guide 2017
Appendix A: Adding the Sertifi tab to your Salesforce.com page
1. Choose the “+” sign at the end of your tab list.
2. Choose Customize My Tabs.
3. Find “Sertifi EContracts” in the Available Tabs list, highlight it and click the “Add” button, then save.
Sertifi for Salesforce.com Installation Guide 2017
Appendix B: Creating a custom Sertifi button
Custom Sertifi buttons are needed when sending from a custom object and can also be used on
standard objects to automate the sending process.
1. On the left side of the page choose Customize. Then expand the object where you want to add the
sertifi button, and select Buttons, Links, and Actions. On the next page choose “New Button or Link.”
If installing on a custom object you can find the Buttons, Links, and Actions section under Create-
>Objects->Select your custom object.
Sertifi for Salesforce.com Installation Guide 2017
2. Enter the following information to create the custom Send EContract button:
• Enter “Sertifi E-Sign” in label
• Enter “Sertifi E-Sign” in Name
• For display type choose “Detail Page Button”
• For Behavior choose “Display in existing window with sidebar”
• In the text box in the bottom enter one of the following options
Account
/apex/Sertifi2_0__CreateSignatureRequest?actID={!Account.Id}
Case /apex/Sertifi2_0__CreateSignatureRequest?objectID={!Case.Id}
Contact /apex/Sertifi2_0__CreateSignatureRequest?contactID={!Contact.Id}
Contract
/apex/Sertifi2_0__CreateSignatureRequest?objectID={!Contract.Id}
Lead
/apex/Sertifi2_0__CreateSignatureRequest?leadID={!Lead.Id}
Opportunity
/apex/Sertifi2_0__CreateSignatureRequest?oppID={!Opportunity.Id}
Custom /apex/Sertifi2_0__CreateSignatureRequest?objectID=Custom object ID field from
Insert Merge Field drop down list
Sertifi for Salesforce.com Installation Guide 2017
3. Now choose what you want to automate when sending signature requests using the parameters
available below. After the equal sign select the field from which to pull the data.
&filename= Sets the Sertifi file name
&1stsigner= Sets the first level signer Can be an email field or Contact
ID
&2ndsigner= Sets the second level signer Can be an email field or Contact
ID
&3rdsigner= Sets the third level signer Can be an email field or Contact
ID
&4thsigner= Sets the fourth level signer Can be an email field or Contact
ID
&5thsigner= Sets the fifth level signer Can be an email field or Contact
ID
&CCsigner= Adds a carbon copy Can be an email field or Contact
ID
&customsettings= Sets which Sertifi application
setting record to use
&ResourceGroup= Sets the email group Contact Sertifi support to enable
email groups
&salesforcefolder= Sets the salesforce document
folder
&fileexternalid1=
-
&fileexternalid10=
Sets External Ids 1 through 10 Can be used as a tokens to
customize email templates. Set
tokens as {FileExternalID1} –
{FileExternalID2}
&redirecturl= Sets a url the signer is
redirected to after signing
&attachmentID= Auto attaches a signature
document
Document library file names
must include .pdf or .doc
&RefAttachmentID= Auto attaches a reference
document
Document library file names
must include .pdf or .doc
&AttachFrom= Sets which notes and
attachments to display
Enter a comma separated list of
record IDs
&AutoAdvance=True Enables one-click process At least one signer and either a
payment or document must be
added for this to work
&ReturnTo=SContract Takes sender to EContract
record after sending instead of
the parent object
&ReturnTo=InPersonAuto Takes sender to the in-person
signing page after sending
instead of the parent object
Sertifi for Salesforce.com Installation Guide 2017
&ExpireFolderOn= Sets the expiration date for the
file
&paymentname= Sets the Sertifi payment name
&paymentamount= Sets the payment amount
&paymenttype= Sets whether the payment is
OneTime or Recurring
Not all gateways support
recurring payments
&paymentDueDate= Sets the payment due date
&ApplyOwnersSignature=true Auto applies the senders
signature as soon as the
request is sent
The sender’s email must be
added as a signer in the file and
Show Apply Signature must be
checked in the application
settings
Zuora Parameters
&ZuoraQuoteId= Passes in the Zuora quote ID This is required to populate the
electronic payment ID
&ZuoraAccountId= Passes in the existing account
Id
4. When you are done the final string may look something like this:
/apex/Sertifi2_0__CreateSignatureRequest?oppID={!Opportunity.Id}&filename={!Opportunity.Name}&1
stsigner={!Opportunity.Opportunity_Email__c}&2ndsigner={!Opportunity.OwnerEmail}&CCsigner=man
5. Save the new button.
6. You can now return to step 12 of the main instructions to add this button to your page layout or
continue to Appendix C to create a related list for custom objects.
Sertifi for Salesforce.com Installation Guide 2017
Appendix C: Creating a Related List for Non-Standard or Custom Objects
1. Choose Set Up, Create, Objects, Sertifi EContract.
2. Scroll to Custom Fields & Relationships and choose New.
3. Choose Lookup Relationship, click Next.
Sertifi for Salesforce.com Installation Guide 2017
4. Select your custom object in the ‘Related To’ drop down menu, click Next.
5. Now choose next on steps 3-5 and save on step 6 without making any changes.
6. Find the API name of the custom relationship that was just created and add the name to the Link
Object Field in the Sertifi application settings referenced in step 14 of the main installation instructions.
Sertifi for Salesforce.com Installation Guide 2017
Appendix D: Sertifi Data Integration
This section will help you set up fillable PDF documents so they can pull data from Salesforce into your
signature documents and push data from signed documents back into salesforce.
1. Contact [email protected] and let them know you wish to use Data Integration in Salesforce.
2. Make sure SFDataIntegration is checked in the Sertifi application settings, for more information see
step 14 in the installation guide.
3. Find the field names for the data you want to use in Salesforce. Go to Setup -> Customize ->
Opportunities (or the object you are using) -> Fields. For standard fields you will use the Field name
column, for Custom Fields use the API name column. These names will be needed for naming the
fields in your PDF.
Sertifi for Salesforce.com Installation Guide 2017
4. Create a fillable PDF and follow the below naming convention for the fields that you want to edit. If
you need help with editing a PDF reference the Sertifi Intelligent Tag documentation or contact Sertifi
Support at [email protected].
Determine which prefix to use:
a. For Pulling data from Salesforce into your signature document the field name will always start with
SFPULL_
b. For pushing data from your signed documents back into Salesforce the field name will always start
with SFPUSH_
c. To both pull and push data start the field name with SFPULLPUSH_
After the prefix add the object name you are sending from followed by the field name, separated by a
period. If you are running from Opportunities and want to prefill the Opportunity name in your
signature document the field name would be SFPULL_Opportunity.Name.
5. You can also push & pull data from a related object. The object must be related to your main object by
a lookup field. The format for these fields is:
PREFIX_ObjectName.LookupFieldName__r.FieldName. The __r at the end of the related field name tells
us it is used as a reference, if your lookup field is a custom field replace the __c with __r. If you are
Prefilling the Phone field stored in a related account, and the field name related to the Account is
“Test__C” you would use SFPULL_Opportunity.Test__r.Phone
Sertifi for Salesforce.com Installation Guide 2017
Appendix E: Chatter
This section will help you add Sertifi events to your Salesforce Chatter feed. Sertifi will push Signed
document & Deal.Stream events into the related objects Chatter feed.
1. Make sure Use Chatter is checked in the Sertifi application settings, for more information see step 10 in
the installation guide.
2. Go to Setup -> Customize -> Chatter -> Feed Tracking -> Select the object in which you have installed
the Sertifi Application. Check Enable Feed Tracking and save.
3. Sertifi events will now display in your Salesforce Chatter feed.
Sertifi for Salesforce.com Installation Guide 2017
Appendix F: Creating a Document Folder
This section will help you create a folder in Salesforce for storing Sertifi document tempaltes.
1. Open the documents object. This is commonly accessed by clicking the + sign on the right side of
your tab list.
2. Click Create New Folder
Sertifi for Salesforce.com Installation Guide 2017
3. Add the name you used in step 13 for the Document Library Folder ID and save.
4. Make sure the correct folder is selected and use the New Document button to add documents to
your library.
Sertifi for Salesforce.com Installation Guide 2017
5. Include the document extension in the document name (.pdf, .doc, etc.). Upload the file and save.
6. If you would like to auto-attach this document as part of your button parameters copy the ID from
the salesforce url and refer to step 3 of appendix B.