Proof for Salesforce Academy
The Notarize for Salesforce app integrates online notarization features directly into the Salesforce Lightning platform for Sales or Service cloud users with an active Notarize Business account, enabling transaction initiation, status tracking, reminders, and document review to streamline lead management and deal closure without switching platforms, and is available via the Salesforce AppExchange with supporting resources and demos.
Welcome to
Proof for Salesforce Academy
Thank you for your interest in the Notarize for Salesforce app! This app allows customers to access Notarize features all within the Salesforce platform. This includes initiating a transaction, tracking status, sending reminders, and reviewing the notarized document. By removing the need to switch between platforms to complete online notarizations, customers will experience easier lead tracking, lower attrition rates, and faster deal closures. This integration is the first online notarization solution on the SFDC AppExchange.
If you’re new to Notarize, fill out this form and we will contact you to set up a new Notarize account first! To learn more about the Notarize Salesforce partnership, click here.
Note: You will need to have an existing Salesforce license in the Sales or Services clouds and be operating within the Lightning experience to use this app. You will also need an active Notarize Business account.
If you already have a Notarize Business account, you can download the Notarize for Salesforce app directly through our Salesforce AppExchange listing. For a full click through experience of the Notarize for Salesforce app, check out our Tourial demo (learn how to create a transaction, see what the signer's experience looks like and review a completed transaction within the app)!
If you have any questions about the installation and configuration or how to use the app, we have some handy resource guides and videos for you to reference!
Priority Level
Conditions
- Level 1: Critical Business Impact. The Incident seriously affects the functionality of the Services (or component thereof) and cannot be circumvented such that most of the significant functionality of the Services (or component thereof) is available.
- Level 2: Significant Business Impact. The Incident partially affects the functionality of the Services (or component thereof), but can be circumvented so that most of the significant functionality of the Services (or component thereof) is available.
- Level 3: Minimal Business Impact. The Incident can be circumvented such that the Services (or component thereof) can be used with only slight inconvenience. The problem can be considered insignificant and has no significant effect on the usability of the Services (or component thereof).
Conditions for Closure of Help-Desk Ticket
- Level 1: The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
- Level 2: The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
- Level 3: The Incident is considered resolved and closed when one of the following occurs: (i) an Incident Resolution has been fully implemented, or (ii) 10 business days have elapsed since Proof’s communication of the information that Proof reasonably believes will resolve the Incident (communicated by email to Subscriber’s designated contact for such Incident), and Subscriber has not responded to Proof. The Incident can be reopened later if it has not been resolved.
Cumulative On-Demand Notary Availability Downtime (in a given calendar month as measured by Proof monitoring systems, converted to minutes)
- Up to 240 minutes: No On-Demand Notary Downtime Credit
- 241-360 minutes: 1%
- 361-480 minutes: 3%
- 481-600 minutes: 5%
- 601 minutes or greater: 7%
Platform Availability Percentage (in a given calendar month as measured by Proof monitoring systems)
- 99.9% or higher: No Platform Downtime Credit
- 97% - 99.9%: 1%
- 95% - 97%: 3%
- 93% - 95%: 5%
- Below 93%: 7%
Incident Priority
| Incident Priority | Acknowledgement Time (During Business Hours) | Provision of Incident Resolution or Interim Process | If Interim Process is provided, Maximum Timeframe for Provision of Incident Resolution |
|---|---|---|---|
| Level 1 | 1 hour | 8 hours | 36 hours |
| Level 2 | 4 hours | 24 hours | 5 days |
User Materials
- Install Guide
How to download, install, and configure the Notarize for Salesforce app (Last updated September 2023) - User Guide
How to initiate a transaction, send follow up reminders, and view the record within the Notarize for Salesforce app (Last updated September 2023) - Doc Gen Guide
An overview of the document generation solutions on Salesforce (Last updated September 2023)
Watch how to install
Notarize | Salesforce Installation Demo (8:49)
Contact us With Questions or Feedback
If you have any questions or feedback along the way, feel free to reach out to salesforce@notarize.com!