How to Add Secured Signing to Salesforce – Lightning

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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. Choose your ‘Object’ where you would like to start a signing process from. For example, Lead, Account, Contact, Opportunity, Application or any Custom Object.
  2. Click Edit Page
  3. This will open the page designerHow to edit Salesforce Page
  4. Drag ‘Start Secured Signing’ Button & ‘Secured Signing Documents’ to where you would like it displayed on your Object
  5. Click Save
  6. Click Activation How to Add Secured Signing Button to Salesforce

7. Save as ‘Org Default’ for all users.

Note: You will need to follow Step 3 – Add Secured Signing for your Salesforce Object for each object individually for those which you wish to start a signing process from.

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 App Launcher, search ‘Secured Signing Settings’
  3. In Settings, click ‘Connect’ button Connect Salesforce to Secured Signing Account
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