Important: Salesforce Developer, Enterprise, Performance, or Unlimited editions are required to use the GetAccept integration.
1. Create a Listener URL
Before installation, set up a Listener Site in Salesforce. This allows your Salesforce org to receive data from GetAccept.
Steps:
Go to Setup, search for Sites, and click New.
Set the default web address to
listener.Label and name can be anything.
Set the listener to Active and click Save.
Your company’s Salesforce domain must already be set up for this to work.
2. Install the GetAccept App
Install the package (v2.123.0):
Install GetAccept for Salesforce
If you are upgrading from an earlier version, the first two steps of the sendout flow have changed significantly.
You can view a short overview of the new flow here.
When prompted, approve Third-Party Access to allow Salesforce to communicate with GetAccept’s API.
The installation may take several minutes. If you see a message that installation is continuing, check back later.
A confirmation email will be sent when the package is successfully installed.
3. Add Permission Set to Listener Guest User
Steps:
Go to Setup → Sites.
Click the site label GetAcceptListener.
Select Public Access Settings → View Users.
Click the Full Name of the site guest user.
Under Permission Set Assignments, click Edit Assignments.
Add GetAccept Integration Listener permission set → Save.
You can now close this section.
4. Grant Permissions to Users
All users who need access to GetAccept must have the correct permission set.
Steps:
In Setup, search for Users.
Select a user who will use GetAccept.
Under Permission Set Assignments, click Edit.
Add the permission set GetAccept Integration User → Save.
Repeat for each additional user.
Admin users will require an additional permission set, described later in this guide.
5. Add the GetAccept Integration to Your Environment
You now need to add the integration component to your desired Salesforce object.
Steps:
Click the Setup Wheel → Edit Page (on the object page where you want to add GetAccept).
Drag the Integration (Custom) component to your layout.
Click Save, then Activation → Assign as Org Default.
6. Set Up the GetAccept Admin App
The integration includes a companion app — GetAccept Admin — which manages key configuration and access settings.
Steps:
Go to Setup → App Manager.
Find GetAccept Admin App → Edit (via dropdown arrow).
Remove any existing Selected Profiles.
Assign the permission set GetAccept Integration Admin to the users who should access the app.
Share the GetAccept Reports folder with those users (required for dashboard charts).
Once done, navigate to the GetAccept Admin App and begin configuration.
7. Register Your Service User and Listener
To connect Salesforce and GetAccept, you need to register your integration service user.
Steps:
Open the GetAccept Admin App → Setup Tab.
Log in using your GetAccept admin credentials (with access to all entities).
Select your previously created Listener Site URL.
Check Download signed documents if you want signed PDFs automatically stored in Salesforce.
Click Register.
You’ll receive a success message confirming authentication.
Use a dedicated GetAccept admin service account — not a personal user — to prevent disconnection if someone leaves your company.
8. Connect GetAccept Entities
If your organization uses multiple GetAccept entities, you can now choose which to connect.
Steps:
In the Admin App, go to the Entities tab.
Select which entities to connect → click Connect.
Wait for the page to reload and confirm the connection.
Your Salesforce org is now integrated with GetAccept.
For more information on using the Admin App, see: The GetAccept Admin App for Salesforce.
9. Troubleshooting
Issue: No status updates after the customer opens or signs the document.
→ Check that your Listener Site is active and properly registered with GetAccept.
Issue: Standard users cannot access the app.
→ Verify that they have the correct permission sets assigned.
If issues persist, contact support@getaccept.com.