Salesforce Installation and Configuration Guide
This Salesforce Installation and Configuration Guide instructs administrators on installing the Notarize with Proof package, setting up a public Salesforce Site for webhook event handling, configuring API credentials, Lightning components, and permission sets, all requiring an active Proof account with API access and recommending initial setup in a sandbox environment before production deployment.
Audience: Organizations
This guide walks Salesforce administrators through installing the Notarize with Proof package and configuring webhook events. You'll need Salesforce administrator permissions, an active Proof account, and API access enabled before starting.
If you want to configure the integration for testing instead of production, review the Salesforce: Set Up API for Testing article first.
Note: Perform all installation and testing steps in a Salesforce sandbox environment before deploying to production.
Installation Requirements and Overview
Ensure you have an active Proof contract and API access enabled before beginning — you will need an API key to proceed.
Throughout this guide, you will navigate within Salesforce Setup using the Quick Find search box to access the required configuration sections.
This process requires several configuration steps:
- Install the Notarize with Proof package
- Configure a site for webhook events
- Configure API credentials and package setup
- Configure Lightning components and permission sets
Install the Notarize with Proof Package
- 1.Navigate to the Proof AppExchange listing and click Get it Now.
- 2.Log in to your Salesforce account and choose which set of users should receive access to the app.
- 3.Select the installation access level.
- Install for Admins Only is recommended because it allows administrators to control access and permissions after installation.
- For additional details, review the Salesforce Package Installation documentation.
- 4.Check the box in the Approve Third-Party Access pop-up window.
- This allows data to move securely between Salesforce and Proof.
- 5.Click Continue to start the package installation.
Set Up a Site for Webhook Events
For Proof to send transaction updates back into Salesforce, a webhook must be configured on a public Salesforce Site. The Site Guest User assigned to the site must have the Notarize with Proof API User Permission Set assigned.
- 1.Navigate to: Setup > User Interface > Sites and Domains > Sites
- 2.Click New to create a new site.
- If a domain has not yet been configured, first set up a new site domain.
- 3.Enter the required site details:
- Site label
- Site name
- Active site home page
- 4.Click Save.
- 5.Click Activate.
- 6.Once the site is active, click Public Access Settings.
- 7.Click View users.
- 8.Select the Site Guest User.
- 9.Scroll to Permission Set Assignments and click Edit Assignments.
- 10.Add the Notarize with Proof API User Permission Set to the Enabled Permission Sets list.
- 11.Click Save.
Warning: Incorrect site or permission configuration can prevent webhook events from being delivered to Salesforce.
Summary Checklist
- I have Salesforce administrator permissions, an active Proof account, and API access enabled.
- The Notarize with Proof package has been installed from AppExchange with third-party access approved.
- A public Salesforce Site has been created, activated, and the Notarize with Proof API User Permission Set assigned to the Site Guest User.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
Salesforce: Set Up API for Testing – Proof Help Center
The article explains how Salesforce administrators or owners can enable testing mode in sandbox or developer environments by activating the "Package Testing Mode" in Custom Settings to use the Proof testing API for validating workflows, transaction creation, webhook behavior, and document retrieval during user acceptance testing before switching to the production API, emphasizing best practices and troubleshooting tips for a smooth integration setup.
Salesforce: Site Domain Setup – Proof Help Center
The article guides Salesforce administrators on creating and registering a unique Salesforce Site domain—required for webhook communication between Salesforce and Proof—by selecting an available domain, agreeing to terms, and registering it permanently, followed by configuring Salesforce Sites, webhook handling, guest permissions, and the Proof package, while recommending best practices like using clear domain names, testing in sandboxes, documenting configurations, restricting admin access, and troubleshooting common issues such as domain availability and permission errors.
Salesforce Document Generation Overview
After installing the Notarize with Proof Salesforce App, organizations typically add a document generation tool that automates creating ready-to-sign documents by pulling Salesforce data into .docx templates enhanced with Proof's optional White Text Tags—hidden markers that pre-place signer, notary, and document fields automatically during upload—thereby eliminating manual document preparation and tagging, though White Text Tags require Proof activation and do not work with PDFs.
Salesforce: View and Manage Transactions
The Salesforce guide explains how to view detailed transaction information, send automated or manual email/SMS reminders to signers, manually refresh transaction data from Proof, troubleshoot common issues like missing updates or documents, and ensure proper permissions and integration for managing transactions effectively.
API Supplement
The API Supplement, effective December 16, 2024, is incorporated into the Proof General Terms and grants Subscribers a limited, revocable license to use Proof’s APIs solely for integrating their applications with Proof’s Services, requires secure handling and non-sharing of API Keys, restricts API use to approved purposes, and governs access to sensitive personal data such as homeowner and financial information under strict compliance conditions.
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.