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User Guide – Sertifi for Salesforce CPQ - Classic

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.

https://www.salesforce.com/form/conf/steelbrick/demo-cpq/?leadcreated=true&redirect=true&chapter=&DriverCampaignId=7010M000001x0YL&player=&FormCampaignId=701300000025YhW&videoId=&playlistId=&mcloudHandlingInstructions=&landing_page=%2Fform%2Fsteelbrick%2Fdemo-cpq


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 3rd 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

Optional Select this field to create

a PDF certificate of the

activity taken on a

document.

Attach Signed Document To

EContract


a copy of the signed

document, and

automatically attaches it

to the Notes &

Attachments section of

the Sertifi record.

Attached Signed Document To

Sending Object


a copy of the signed

document, and

automatically attaches it

o the Notes &


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)

Optional Enter a number in this

field to set the

expiration date for so

many days after the

creation date of a

document.

DefaultSignMethod Required, but

defaults to

electronic.

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 Optional, but

defaults to

selected.


automatically invite the

signer to a document

once you click Send.

Deselect this field to

stop the automatic

email.

LinkObjectType Required for

Sertifi CPQ to

work.

Enter the object name in

this field where you

want to run the Sertifi

application from. Enter


the API code for the

Quote:

SBQQ__Quote__c

Link Object Field Required for

Sertifi CPQ to

work.

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.


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 Optional, but

defaults to

selected.

Select this field to show

a personalized message

to the signers. Deselect

this field to hide the

message.

Show Expiration Date Optional, but

defaults to

selected.


the file expiration date

when you send a

request. Deselect this

field to hide the

expiration date.


ShowHardDriveUpload Optional, but

defaults to

selected.


the ability for the sender

to upload documents

from their hard drive.


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.


the ability for the sender

to upload documents

from the Notes &


the sending record when

creating a request.



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:

• 1st Signer-1

• 2nd 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 1st level signer

for all Sertifi files.

2ndSigners Optional Enter an email address

in this field to add a


default 2nd 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.