Overview
The installation and configuration process for the LinkSquares Finalize integration in Salesforce consists of the below steps:
If you'd like a video walkthrough, take a look at our Academy content here.
Process
Installing the Package
To install the package:
- To install the package, the User must be a Salesforce Administrator
- The company's Salesforce instance must be at an enterprise level or above
- The company's Salesforce instance must be in Salesforce Lightning
Note:
There is a one-to-one relationship between Salesforce and LinkSquares. If the Salesforce Finalize integration is installed in both a sandbox and a production Salesforce instance, only one of these instances can be connected to the LinkSquares web app.
1. Navigate to the Salesforce Finalize AppExchange listing which can be found here.
2. Click Get It Now.
Note:
To install in a Salesforce sandbox, choose “Try It Free"
3. Select the Salesforce instance that will install the Salesforce Finalize package from the Connected Salesforce Accounts drop-down.
4. Choose Install to Production or Install to Sandbox, depending on the selection made in step three.
5. Mark the checkbox on the Confirm Installation Details modal to accept the terms and conditions.
6. Click Confirm and Install.
7. The page will redirect to the Salesforce login page.
Log in to the Salesforce instance in which you are installing the Salesforce Finalize package.
8. Once logged in, you will be redirected to a page that outlines the installation details.
Select who should have access to the package.
LinkSquares recommends the Install for Admins Only option.
9. Click Install.
10. Mark the checkbox to approve third-party access.
11. Click Continue.
The package installation will begin. Once complete, you will receive an email confirmation that the installation was successful.
Authenticating Salesforce with LinkSquares
Follow the instructions to authenticate Salesforce with LinkSquares here: LinkSquares <> Service Integration User Authorization Requirements
Configuring User Permissions
The next step is to configure the relevant user permissions for the integration.
There are two permission sets available within Salesforce Finalize. Users can have access to both permission sets simultaneously.
- The Finalize permission set grants users access to drafting capabilities within the integration.
- The Finalize Admin permission set grants users access to the settings for the integration and the Template Configuration tab. Finalize Admins can see all agreements created from Salesforce, even if they are not the agreement owner.
- Salesforce users with the Finalize permission set in Salesforce who are Finalize Admins within the web app will be able to see all agreements created from Salesforce, but will not have access to the Template Configuration tab.
The process for provisioning access to permission sets is the same for each permission set.
1. Click the Salesforce Setup cog icon in the upper right-hand corner and select Setup.
2. Navigate to Users > Permission Sets using the left-hand sidebar.
3. Locate the Finalize and Finalize Admin options within the Permission Set Label column.
4. Select either Finalize or Finalize Admin depending on which permission set you would like to assign. In this example, Finalize is selected.
5. Click Manage Assignments.
6. Click Add Assignments.
7. Mark the checkbox next to the user(s) that will need the permission set. Click Next once complete.
If you would like to assign both permission sets to a user, repeat steps three (3) through seven (7) and select the permission set that has not yet been assigned from step three.
8. Select an expiration option for the user(s) being assigned the permission set.
9. Click Assign
10. After granting the necessary permission sets, return to the Salesforce Finalize app using the app launcher.
11. Go to the Settings tab.
12. Enable Drafters to ensure that any users added to the Finalize permission set are also added to the Finalize web app.
To confirm that Drafters were successfully enabled, navigate to the Finalize web app and go to Settings from the app selector.
Select Manage Users.
Users provisioned from within Salesforce should be listed on this page.
If a user provisioned from within Salesforce is not appearing in the settings of the LinkSquares web app, ensure that the Salesforce user ID outlined for each user is also filled in within the Finalize user settings. The Salesforce user ID can be found in the confirmation email you received when Drafters were enabled within Salesforce.
Click the ellipsis icon next to the desired user and choose Edit.
Ensure that the 18-character Salesforce user ID has been input correctly at the bottom of the Edit User modal.
Click UPDATE USER once complete.
Alternatively, you can manually invite a new user to Finalize by clicking INVITE NEW USER and entering the Salesforce user ID from the confirmation email into the Finalize SFDC User field. This provides users with access to LinkSquares Finalize via the web app, as well as through Salesforce.
For a more in-depth look at Enabling Finalize Users in Salesforce, check out our article:
Salesforce Finalize: Enabling Finalize Users in Salesforce
Configuring the Package Settings
1. Search for "LinkSquares Finalize" using the app selector and click into the Salesforce Finalize app.
2. Go to the Settings tab.
3. Copy the Your Organization ID, Your User ID, and Lightning Force URL fields found on this page and provide them to your LinkSquares team.
Note:
You can use the copy icon to the right of the fields to easily copy the IDs.
4. Input the API key provided by your LinkSquares contact into the API Key field.
5. Input the Salesforce user ID of a Finalize Administrator in the Salesforce User id of an Admin User in Finalize field. This ID is used to sync data between Salesforce Finalize and the Finalize web app.
5. Click Save Settings once complete.
Note:
When Save Settings is clicked, the API key field will appear blank. A timestamp will appear below the field to indicate the last time the field was updated.
6. Navigate to the Template Configuration tab and ensure that your Finalize templates are populating on this page. If templates are available on this page, your connection was successful.
Note:
Only templates that are published within the Finalize web app will appear within Salesforce Finalize.
7. If you will need to authorize the connection between Salesforce and LinkSquares. LinkSquares recommends using a Salesforce integration user to do this. Click connect to go through the authorization flow.
Configuring the Salesforce Finalize Components
1. Navigate to the object where you want to view and create agreements.
Note:
- You may want to install the Salesforce Finalize components at the opportunity or account levels. The LinkSquares team recommends choosing one of these objects.
- This article will cover installation at the opportunity level.
2. Click the Salesforce Setup cog icon in the upper right-hand corner and select Edit Page.
3. Locate the Custom - Managed header from the panel on the left-hand side of the page. The Salesforce Finalize lightning components (agreementCreationWizard and Finalize Agreements Custom Related List) are stored underneath this header.
4. Drag and drop each Salesforce Finalize lightning component onto the page.
You can create a custom tab on the Lightning page to house these components. This step is optional.
To create a new tab:
- Click into an existing tab.
- Click Add Tab on the right-hand side of the screen. A new tab will be added next to the existing tabs.
- Click the new tab name from the right-hand side of the screen. In this example, the tab is automatically named Details.
- Select Custom from the Tab Label drop-down.
- Input "LinkSquares" into the Custom Label field.
- Click Done once complete.
5. If you are using Activation within your Salesforce instance, you may need to click the Activation button to enable others to see the newly added components.
- If prompted to activate, click Assign as Org Default within the Org Default tab.
- Select the Desktop and phone.
- Click Next and then Save.
6. Click Save in the upper right-hand corner of Salesforce.
The opportunity object has now been updated with the Salesforce Finalize components.