Overview
This article highlights the following as it relates to the LinkSquares Finalize integration in Salesforce:
Note:
- You must be a Salesforce Administrator with Finalize Administrator permissions in LinkSquares to complete this process.
To verify if you are a Finalize Administrator, check your permissions in LinkSquares via Settings > Manage Users. - Upgrading your Salesforce Finalize integration will not change any of your existing configurations.
- If you are upgrading to Enhanced Agreement Status Version 2.0, you can read about the changes here and watch this training video describing some of the changes.
- In order to use templates with Single-selection tokens in Salesforce, you must be upgraded to version v2.21 of the Salesforce Finalize package.
Please contact support@linksquares.com with any questions. - There is no cost associated with upgrading. Please disregard the "Starting at $835" disclaimer.
Process
Verifying the Current Package Version
To verify which Salesforce Finalize package version the company is currently operating on, follow the steps below.
Alternatively, reference this training video.
Note:
The training video linked above demonstrates this process using version 1.23 of the Salesforce Finalize package. The process to upgrade is the same regardless of what package version you are using to upgrade.
1. Navigate to the Salesforce Setup cog icon in the upper right-hand corner of the page and click Setup.
2. Enter “installed" into the search bar and select Installed Packages.
3. Locate Finalize within the Package Name header and identify the package version under the Version Number header.
In the following example, this Salesforce instance is operating on version 2.0.
Upgrading to the Latest Package Version
To install the newest package version, follow the steps below.
Note:
There are no uninstalling requirements in order to complete this upgrade.
1. Navigate to the Salesforce Finalize AppExchange listing which can be found here.
2. Click Get It Now.
3. Select the Salesforce instance in which you would like to upgrade the Salesforce Finalize package from the Connected Salesforce Accounts drop-down.
4. Click 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. You will be redirected to the Salesforce login page. Log in to the Salesforce instance in which you are upgrading the Salesforce Finalize package.
8. Once you are logged in, you will be redirected to a page that outlines the upgrade details. Select who should have access to the package. LinkSquares recommends the Install for Admins Only option.
8. Click Upgrade.
9. Mark the checkbox to approve third-party access.
10. Click Continue.
The package upgrade will begin. Once complete, you will receive an email confirmation that the upgrade was successful.
Latest Updates
Salesforce Finalize Version 2.23
This update includes:
Fix for retaining saved single-select options when fields are locked in template config
No longer allowing dead links for the parent record on the Agreement page
Various small UI adjustments
Fix permission error for non-System Admin / Finalize Admin users
Implemented back-end template loading logic and added the ability to reselect a new template
New templates are hidden by default
Line break fix for text area questions/tokens
Salesforce Finalize Version 2.22
Ability to map the Finalize Template Name into the Agreement Name
- Add “%%Template_Name%%” to a formula field to dynamically insert the Template name upon agreement creation.
- Note: The template name will not appear on the agreement until it is created.
- Sample Agreement Name Formula field: see screenshot below
- Note: Make sure to include quotes around the field.
Admin ability to reschedule data syncs between Salesforce and Finalize
The installed or upgrade of a package in Salesforce, certain operations—such as Apex jobs, triggers, and flows—are executed not by a real user, but by an internal, system-level user. This user is often informally called a “ghost user,” and may appear in Salesforce logs without a Username or Full Name. Some customers require visibility into which user is executing these background jobs.
The “Reschedule” button has been added to the Settings page to support this feature. This button allows the currently logged-in user to reschedule the Finalize Sync jobs. It’s recommended that the user have appropriate permissions to run background jobs.
Salesforce Finalize Version 2.21
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Adobe Acrobat Sign
- Ability to send an approved agreement out for signature via Adobe Acrobat Sign -
Visibility into DocuSign Bundled Agreements
- Ability to easily identify bundled agreements, both from the Agreements Overview page and within an individual agreement’s Details Page
• • Mapping of Single-Select Questions
- Ability to map Single Select questions (both Token & Agreement Detail Questions) to a Salesforce List field when configuring a template and take advantage of Dynamic Language.
Step 1: Ensure that the options in the Single-Select field correspond to the values in the custom field List in Salesforce.
Custom field in Salesforce Opportunity record (Business_Unit__c)
Note: Only single Picklist field type is supported. Picklist (Multi-Select) is not supported
Step 2: Map the LinkSquares Input Type (Single Question) to the Salesforce Field Path (List field)
In Salesforce Finalize / Template Configuration choose template and map the Single Selection question to the Salesforce custom field (List)
Note: Each Single Select Option in the template question must be mapped to the Salesforce List value and Save
Note: Default Finalize Answer for Unmapped Options is optional
If the record does not contain a value, the user has the option of adding a value.
In this example, the Opportunity, Business Unit has a value of ‘North’ and that value is selected.
Salesforce Finalize Version 2.19
This release allows enabling or disabling the pen experience entirely. The Pen Tool feature has also been updated to restrict the ability to assign or transfer the Pen to only Finalize Admins. This change ensures better control and transparency over who is responsible for editing or reviewing an agreement.
Key Updates:
- Agreement Pen: Enable or Disable the Pen
- Admin-Only Control: With the new setting “Only admins can assign or transfer the Pen,” only Finalize Admins can assign or transfer the Pen. Drafter users can view the current Pen status but cannot modify it.
This update also allows users to track who currently has control over editing or reviewing the agreement, providing greater visibility into the process.
Important Notes:
- By default, the Pen Tool is now automatically disabled in version 2.19. If you'd like to use the feature, it will need to be enabled manually.
Salesforce Finalize Version 2.17
- Simplified column layout in the Agreement List component with additional fields for reporting:
-
- Created By, Owner Name, Last Modified By and Agreement Owner
- Agreement URL is now hyperlinked
- Template Name
- Agreement Owner data is now recorded on the Finalize Agreement object and can be used for Salesforce reporting.
Learn more about upgrading your Salesforce Finalize package.
Salesforce Finalize Version 2.16
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Ingest quote documents generated by Salesforce CPQ right into Finalize: Now, when creating an agreement off of 3rd Party Paper, users have the option to pick from the primary quote’s content documents as the Finalize Agreement. Note: this release only supports Salesforce CPQ
-
Upload larger files without interruption: With increased support for file size, you can now upload larger files to Salesforce matching the experience currently available in Finalize.
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Pen Status is now recorded to the Salesforce object for native reporting: Pen Data is now recorded on the Finalize Agreements Object as its own field and can be leveraged in native Salesforce reports for enhanced visibility.
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Revert an agreement when in Fully Signed status: Admins can now revert agreements back to any status other than Paused or Request Pending right from Salesforce.
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Find Templates easier by filtering on Category and Agreement Type: Quickly find the template you need when creating new agreements by filtering options by Category and Agreement Type. No need to know the exact template name.
The CPQ tab Configuration: The CPQ tab only works when a Finalize Intake Template is configured within the Opportunity object. When you select an Opportunity in CPQ, the tab appears, allowing you to select the quote marked as “primary” directly. This eliminates the need to download and upload the document.
Salesforce Finalize Version 2.13
Minor bug fixes related to the Pen Status
Salesforce Finalize Version 2.12
- See and manage the Pen Status from the Finalize Salesforce agreement details page
- Simplify your search and selection for multi-select questions
- Map Dynamic Follow-Up Questions to Salesforce fields
- Revert an agreement when in Done status
Salesforce Finalize Version 2.11
- Dynamic Questions on templates and during drafting workflows
- Additional sorting, filtering, and display options on the Salesforce Finalize lightning components
- Individual field editing restrictions within template configuration
- Additional metadata fields (i.e., Finalize agreement ID and agreement URL) on the Finalize Agreement record
- Additional configuration fields on the Settings tab
Salesforce Finalize Version 2.9
- Enhanced bulk field restrictions during template configuration
- Additional sorting, filtering, and display options on the Salesforce Finalize lightning components and Template Configuration tab
- Enhanced functionality for selecting Single-selection tokens and agreement detail fields during drafting workflows
Salesforce Finalize Version 2.6
- Enhanced filtering on Finalize Tasks page
- Filter by Linked Agreement and Parent Opportunity
- Data sync from Finalize to Salesforce every 15 minutes
- Enhanced pricing table functionality
- Increased flexibility in source data for pricing tables through the object relationship hierarchy