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.
The short answer: A Salesforce Site domain is required to support webhook communication between Salesforce and Proof. This article explains how Salesforce administrators can create and register one when configuring the Proof Salesforce app.
This content is for users with an administrator or owner role in a business account that has the Salesforce integration enabled.
Why a site domain is required
The Salesforce integration uses a public Salesforce Site to receive webhook events and transaction updates from Proof. Before a Salesforce Site can be configured, Salesforce requires the organization to register a unique Site domain.
Set up a new site domain
- 1.Enter your preferred Salesforce Site domain name and check availability.
- 2.If the domain is available, Salesforce displays a Success message.
- 3.Select the Terms of Use Agreement checkbox.
- 4.Select Register.
After registering, Salesforce permanently associates the domain with your organization — it cannot be changed.
After registration
After the Site domain is registered, continue configuring:
- Salesforce Sites
- Webhook event handling
- Guest user permissions
- Proof package configuration
Continue with the Salesforce: Installation and configuration guide for the remaining setup steps.
Best practices
- Use a clear and recognizable domain name.
- Avoid temporary or project-specific naming conventions.
- Complete setup and testing in a Salesforce sandbox before production rollout.
- Document your Salesforce Site configuration internally.
- Restrict Salesforce administrative access to authorized users only.
Troubleshooting
- Domain unavailable → choose a different unique name.
- Register button unavailable → confirm the Terms of Use Agreement checkbox is selected.
- Registration fails → confirm your Salesforce account has administrator permissions.
- Webhook events fail later → confirm the Salesforce Site configuration was completed successfully after domain registration.
- Already have a domain? You do not need to register another — use your existing Salesforce Site domain.
Summary Checklist
- Enter a unique domain name → check availability → accept Terms of Use → select Register.
- Domain registration is permanent — choose your name carefully and document it internally.
- After registration, continue with the Salesforce installation and configuration guide.
Still unsure? Contact Proof Support for help.
Related
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.
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.
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.
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.
Proof + Salesforce Integration
The Proof + Salesforce Integration enables businesses to initiate and manage notarization and eSign requests directly within Salesforce, enhancing customer experience, collaboration, and productivity by providing customizable tools, multi-user access, instant document return, and a fully digitized, secure workflow that reduces notarization cycle time by 21 days, cuts internal costs by $97-103 per transaction, and decreases errors by 99%.