How to Add Secured Signing for Saleforce – Classic

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Step 1. Install the Secured Signing Package
  1. Go to Secured Signing in the Salesforce App Exchange.
  2. Click Get It Now

Digital Signature for Salesforce

3. Login to Salesforce

Login to Salesforce

4. Choose the environment you wish to install. Production, Sandbox or Trial?

Install Secured Signing in Salesforce

Step 2. Connect Users & Setup Permissions
  1. Click Setup
  2. Select Users
  3. Choose Permission sets
  4. Find ‘Secured Signing Permissions’ Secured Signing Permissions
  5. Manage Assignment
  6. Add Assignment
  7. Tick appropriate Users who will use Secured Signing for Salesforce
  8. Click Assign.
Step 3. Add Secured Signing to your Salesforce Objects
  1. Click Setup – Search in the search bar the ‘Object’ where you would like to start a signing process from. For example, Lead, Account, Contact, Opportunity, Application or any Custom Object.
  2. Click Page Layouts
  3. Click Edit Classic edit object
  4. In the page -> Click Buttons
  5. Drag the ‘Start Secured Signing’ to Custom Buttons below How to edit Salesforce page
  6. Click Save
Step 4. Connect Salesforce to your Secured Signing Account
  1. Lastly, you need to connect your Salesforce Environment to a Secured Signing Account
  2. In Setup, search ‘Visualforce’
  3. Select Visual Force Pages
  4. Click on the Middle Icon in green Edit Visual Force Page
  5. Click ‘Connect’ to input your Secured Signing Account details to establish a system connection connect Secured Signing to Salesforce Classic

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