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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
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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
Optional Select this field to create
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
Optional 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
User Guide – Sertifi for Salesforce CPQ - Classic
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
User Guide – Sertifi for Salesforce CPQ - Classic
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.
Select this field to
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
User Guide – Sertifi for Salesforce CPQ - Classic
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.
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 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.
Select this field to show
the file expiration date
when you send a
request. Deselect this
field to hide the
expiration date.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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
User Guide – Sertifi for Salesforce CPQ - Classic
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
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.
User Guide – Sertifi for Salesforce CPQ - Classic
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.