This guide covers the installation, setup, and configuration of Sertifi for Salesforce CPQ. Contents Sertifi for Salesforce CPQ Prerequisites... 2 Section 1: Sertifi for Salesforce installation and setup... 3 Downloading and installing the Sertifi app... 3 Adding the trusted Sertifi IP range... 5 Configuring your Sertifi Backend Portal... 6 Creating and Managing Custom Settings... 7 Custom Settings... 8 Real-Time Updates... 16 Section 2: Sertifi for Salesforce CPQ extension package installation and setup... 18 Downloading and installing the Sertifi for CPQ extension package... 18 Configuring Sertifi for CPQ... 19 Sertifi for Salesforce CPQ workflow... 20
Sertifi for Salesforce CPQ Prerequisites Using the Sertifi Salesforce integration and CPQ extension package, you can work directly within Salesforce to send, sign, and track contracts and quotes, and collect secure customer payments. This guide covers how to install each Sertifi component for Salesforce CPQ. To successfully run Sertifi for Salesforce CPQ, you must complete the following prerequisites: Install and configure the Sertifi for Salesforce app. For more information on this process, see Section 1. Install and configure Salesforce CPQ. For more information on this process, see Salesforce CPQ. Install and configure the Sertifi for Salesforce CPQ extension package. For more information on this process, see Section 2. However, you must ensure that you configure the LinkObjectType and Link Object Field custom settings in the Sertifi for Salesforce app for the CPQ extension package to work properly. For more information, see the Custom Settings table. NOTE: If you ve already installed and configured the Sertifi app and Salesforce CPQ, you can skip ahead to installing and configuring the Sertifi for Salesforce CPQ extension package.
Section 1: Sertifi for Salesforce installation and setup Downloading and installing the Sertifi app To download and install the app to your Salesforce account: 1. Navigate to the App Exchange in Salesforce, and then enter Sertifi. You can also download the app directly from Sertifi s listing on the app exchange. Make sure you re logged into your account. 2. Click Get It Now on the Sertifi for Salesforce app screen in the app exchange. A popup window appears. 3. Click Install in Production or Install in Sandbox depending on where you want to install the Sertifi app.
4. Select that you agree to Terms & Conditions in the Confirm Installation Details popup. 5. Click Confirm and Install. You re taken to your Salesforce instance. 6. Click Install for All Users, and then click Install. A popup appears. 7. Select Yes, grant access to these third-party web sites, and then click Continue. 8. Select Yes for 3 rd party access, and then click Continue. Sertifi appears in your Installed Packages section. You receive an email when installation is complete. You can skip ahead to adding the Sertifi IP range while your installation completes.
Adding the trusted Sertifi IP range It s important for you to add Sertifi s trusted IP range. By doing this, Sertifi can write in and provide updates to signed documents, update your activity log, and push documents back into your system. To do this, Sertifi must be a part of your trusted IP ranges. To grant network access: 1. Enter Network Access in the Quick Find search bar from your Salesforce account. 2. Click Network Access in the results. 3. Click New in the Trusted IP Ranges card. 4. Enter 204.93.207.46 in the Start IP Address field. 5. Enter 205.93.207.36 in the End IP Address field. 6. Enter a description, for example Sertifi IP Range. 7. Click Save. You successfully added Sertifi s trusted IP Range.
Configuring your Sertifi Backend Portal Your Sertifi for Salesforce account comes with a custom backend portal. In this portal, you can access additional account settings to enhance your workflow within Sertifi for Salesforce. Once you complete the backend configuration, contact your Customer Success Manager, so you can view and manage these additional settings To create your backend portal: 1. Enter Installed Packages in the Quick Find search bar from your Salesforce account. 2. Click Installed Packages in the results. 3. Click Configure next to Sertifi ESign for Salesforce.com. A popup opens. 4. Enter the following details in the Account Information section: Account Title enter your company name. Account URL enter your company name without spaces. This creates your custom portal URL. 5. (Optional) Click Choose File to browse your machine and upload your company s logo. The logo appears on your portal and is visible in your file sends, so all of your messaging is branded appropriately. You can send your logo to your Customer Success Manager to update any time. 6. Enter your Salesforce username and password in the Salesforce PUSH Details section. 7. (Optional) Click Sandbox if you re installing the app in a sandbox environment. 8. Copy and paste your API code in a separate window. 9. Click Save, and then close the popup window. Your Sertifi Backend portal is now set up. Contact your Sertifi CSM to provide you Super Admin user access.
Creating and Managing Custom Settings Using custom settings you can tailor the workflow you want to establish when sending documents in your Sertifi app. For example, you can choose how you store your signature documents for access. Sertifi turns on recommended settings by default. If you want to further customize these settings reach out to your Customer Success Manager for more details. To create and manage custom settings: 1. Enter Custom Settings in the Quick Find search bar from your Salesforce account. 2. Click Custom Settings. 3. Click Manage next to Sertifi Application Settings. 4. Click New to create a new custom setting. 5. Enter Settings in the Name field. 6. Enter your API code generated when you configured your backend portal. 7. Enter SBQQ Quote c in the LinkObjectType field. 8. Enter sertificpq Quote c in the Link Object Field. 9. (Optional) Configure additional settings using the Custom Settings table. 10. Click Save.
Custom Settings The following table gives a description of each field you can customize in your Sertifi for Salesforce app. If you aren t sure if you should customize a field or not, contact your Client Success Manager. Field Required? Description Name Yes Create a name for your Sertifi app Settings. Sertifi recommends naming this field Settings. If you re installing Sertifi on more than one object, use different names on subsequent setting records. APICode Yes Enter your Sertifi API Code in this field. AllowPrefill Optional, but defaults to selected. Select this field to enable senders to preview or prefill documents when sending. Deselect to prevent senders from editing documents before sending. Alternate API Url Optional Enter or specify an alternate API endpoint for your integration. This field is most commonly used to connect Sertifi to sandbox environments. AppendFieldName Optional Add text to this field to append the text you enter to all of your folder names.
Attach Signed Certificate To EContract Attach Signed Document To EContract Attached Signed Document To Sending Object Optional Optional Optional Select this field to create a PDF certificate of the activity taken on a document. Select this field to create a copy of the signed document, and automatically attaches it to the Notes & Attachments section of the Sertifi record. Select this field to create a copy of the signed document, and automatically attaches it o the Notes & Attachments section of the Sending object. It s important to note that selecting this field takes up storage space. CCs Optional Enter an email address in this field to add the email address as the default carbon copy for all Sertifi files. Conga Embedded Integration Optional Select this field to enable the adding of attachments in Conga templates from the Sertifi Sending wizard. Consolidated Sign All Optional Select this field to merge sent documents into one view for the signer. You must also enable this setting in
your Sertifi backend portal. CreateActivityUsesGmt Optional Select this field to enable the GMT time stamp in the activity log for your files. Custom Fields (1-4) Optional Enter information for custom fields to collect data in the signature box on your documents. You can enter the name of the data you want to collect, like Title, to always have a field where the signer enters their title on the signature box. If you don t need custom fields, leave the placeholder name in the field. Unsigned Documents Expire After (days) DefaultSignMethod Optional Required, but defaults to electronic. Enter a number in this field to set the expiration date for so many days after the creation date of a document. Select an option in this field to determine the default sign type when you create requests. You can select: Print,Sign,Fax requires a physical signature and faxed document. Electronically requires an electronic
signature on the document. Either Electronically or Print,Sign,Fax gives the signer the option. Document Library Folder ID Optional Enter the name of the Salesforce folder that contains the library of documents you want to use for signature requests. If you enable this field, you must also enable ShowSFFolderSelect. EmailMessage Optional Enter text to enable a default message that appears in the invite email and on the landing page for a document. Email/Logo Groups Optional Enter a comma separated list in this field of group names that signers can select during the sending process. If you want to create email groups, contact Sertifi. InviteSignerDefault LinkObjectType Optional, but defaults to selected. Required for Sertifi CPQ to work. Select this field to automatically invite the signer to a document once you click Send. Deselect this field to stop the automatic email. Enter the object name in this field where you want to run the Sertifi application from. Enter
Link Object Field Required for Sertifi CPQ to work. the API code for the Quote: SBQQ Quote c Enter the API code for the Quote again. Mask Emails From Client Optional Select this field to hide the signer s email address on the signing page and signed documents. SFDataIntegration Optional, but defaults to selected. Select this field to enable data merging to and from signature documents. ShowApplySignature Optional Select this field to display the option for the sender to automatically apply their signature to a document when sending. You must assign a sender as a signer for this field to work. ShowEmailMessageField Show Expiration Date Optional, but defaults to selected. Optional, but defaults to selected. Select this field to show a personalized message to the signers. Deselect this field to hide the message. Select this field to show the file expiration date when you send a request. Deselect this field to hide the expiration date.
ShowHardDriveUpload Optional, but defaults to selected. Select this field to show the ability for the sender to upload documents from their hard drive. Deselect this field to hide this option. ShowInviteSigner Optional Select this field to provide the sender to send the invite email when they click Send or at a later time. ShowPasswordField Optional Select this field to provide the sender the ability to set a password for access to the file. ShowPaymentOption Optional Select this field to enable the payment request interface. If you want to enable this field, contact Sertifi to enable payments for your account. ShowPaymentVerificationOption Optional Select this field to enable the authorization only payment option. ShowQuoteDocumentSelect Optional Select this field you want to add documents created by the Salesforce quote application. ShowRelatedObjectSelect Optional, but defaults to selected. Select this field to show the ability for the sender to upload documents from the Notes & Attachments section of the sending record when creating a request.
Deselect this field to hide the option. ShowSFFolderSelect Optional Select this field to enable the ability for the sender to upload documents from the Salesforce folder you specify in the Document Folder Library ID field. Enable Non-Contact Signer Optional Select this field to add participants by their email address without creating contact records first. Enable Contact Signer Optional, but defaults to selected. Select this field to turn on the contact lookup option for adding participants to requests. Deselect to turn off this option. Show Language Selection Optional Select this field to enable senders to select an alternate language for the signing process. If you want to enable this field, contact Sertifi to enable language options for your account. Show Signing Methods Optional Select this field to give senders the option to change the default sign type you select in the Default Sign Method field. Signing Level Names Required Enter text to assign labels for the different
signer levels your company uses. By default, this field is populated with: 1 st Signer-1 2 nd Signer-2 Carbon Copy-0 To use other labels, simply update the text in this field. You can also enter up to 10 signer levels by entering each level of signer after the signer name. UpdateMethodName Optional Enter text here only if you re using a custom integration that needs to connect to Sertifi updates to trigger custom code. Enter the name of your Apex Class in this field. UseChatter Optional Select this field to push Sertifi activities into Salesforce Chatter. MergeUploadedDocuments Optional Select this field to combine all uploaded documents in a folder into one document. If you want to enable this feature, contact Sertifi. 1stSigners Optional Enter an email address in this field to add a default 1 st level signer for all Sertifi files. 2ndSigners Optional Enter an email address in this field to add a
default 2 nd level signer for all Sertifi files. Real-Time Updates You should enable real-time updates so your file sends push to your Sertifi portal for storage, and enable additional settings that live on your portal. For example, you can enable mouse/stylus/finger sign, set up reminder rules, and other features. To enable real-time updates: 1. Login to your Sertifi Portal using the URL you created when setting up your app in Salesforce. 2. Click Administration > Real Time Updates. 3. Change the update type to Salesforce OAuth2. 4. Enter an email address in the Failure Notification Email field.
5. Select the Instance type, and then click Connect. A new tab opens. 6. Enter your Salesforce credentials. 7. Click Allow. You ve successfully installed and set up your Sertifi app for Salesforce. You re taken back to your Sertifi Portal and now see a green bar stating Connected.
Section 2: Sertifi for Salesforce CPQ extension package installation and setup After you configure the Sertifi for Salesforce app, and you ve also configured Salesforce CPQ, you can install and configure the Sertifi for Salesforce CPQ extension package to send quotes for signature. Downloading and installing the Sertifi for CPQ extension package To download and begin setup of the Sertifi for CPQ extension package: 1. Contact your Customer Success Manager for the installation link for the Sertifi for Salesforce CPQ extension package. 2. Click the link once it s provided to you or enter the URL in your web browser. 3. Select Install for Admins Only, Install for All Users, or Install for Specific Profiles. 4. Click Install. 5. Click Continue. Sertifi for CPQ begins downloading, and then appears in your Installed Packages section. If your installation takes a long time, you ll receive an email when installation is complete.
Configuring Sertifi for CPQ To properly configure Sertifi for CPQ: 1. Navigate to the Installed Packages by page, either by clicking Done after installation, or by entering and then selecting Installed Packages in the Quick Find search bar. 2. Click Configure next to Salesforce CPQ. 3. Click Plugins. 4. Enter sertificpq.esplugin in the Electronic Signature Plugin field. 5. Click Save. You ve now properly configured Sertifi for CPQ.
Sertifi for Salesforce CPQ workflow Now, you can send your quotes for signature through Sertifi from the Quote object in Salesforce CPQ. To send quotes for signature: 1. Navigate to the Quotes tab. 2. Click the name of a quote. 3. Click Preview Document to view your quote, and check for any inaccuracies. 4. Click Generate Document to generate the quote document for signature. The Generate Document screen appears. 5. Click Send to Sertifi for Signature. The Sertifi wizard opens. 6. Enter a folder name for your quote document. 7. (Optional) Enter an email message to appear in the email sent to your signer with the quote. 8. (Optional) Pick an expiration date for when the quote should expire. 9. Add your signers. Add a signer from Contact if your signer is already a contact in Salesforce. Add a signer as Email Address if your signer isn t already a contact in Salesforce.
10.Click Add Participant. 11.Click Next. 12.(Optional) Click Preview/Prefill Document to review the quote and see where the signature fields are. 13.Click Send for Signature. Your quote is sent to your signers for signature.