Note: Salesforce Developer, Enterprise, Performance, and Unlimited editions is required to use the GetAccept integration.
Create a listener URL
Set up a listener site by going to Setup, search for Sites and add a new site. It is important that the listener site has the default web address listener. Label and name can have any value. Set the listener to Active and save.
(Requires your company’s Salesforce site domain to have already been setup)
Install GetAccept app
Install the GetAccept Salesforce integration here (version 2.38.0):
Approve Third-Party Access so that your Salesforce org can communicate with our API.
When the installation is complete, you will be taken to the GetAccept configuration page. Login to GetAccept (Important: with admin account that has access to all relevant entities). This step is to provide auth to the listener (in order to be able to update the document status in Salesforce). Please ensure to check the box “Download signed documents” if you wish to have the signed PDF automatically downloaded to your Salesforce org.
Please note that it is recommended to use a GetAccept admin user specifically created for the integration rather than a user directly connected to one person. This avoids any problems that may arise due to a specific user leaving your company and their access being removed.
Once you hit save, you should get a success message confirming your GetAccept account and you can then proceed with the setup.
Add permission set to Listener Guest user
Next you need to assign a permission set to the Listener you have previously setup.
Setup: Search for Sites.
Click the site label GetAcceptListener
Click Public access settings
Click View users
Click on the Full Name of the site guest user
Click Permission Set Assignments and then edit
Add the GetAccept Integration Listener permission set and then click save.
You can now leave this section.
Granting permissions for users
You next need to ensure that all users that intend to use GetAccept have the correct permissions. GetAccept provide the required permission set as part of the installation process, GetAccept Integration User. There is a separate permission set for admins of the integration, which will be describe in later steps in this article.
Search for Users in setup
Select a user you wish to grant permissions to use GetAccept
Click on Permission Set Assignments for that user, then click edit.
Add the permission set GetAccept Integration User, then click save.
Repeat for any other user you wish to grant these permissions to.
Add GetAccept integration to your environment
Add the GetAccept integration to an object in your Salesforce environment by clicking setup wheel -> edit page (on the page you want to add the GetAccept integration). Drag the Integration (custom, in the bottom) to the relevant part of the page.
Ensure you "Assign as Org Default"
Almost there. Now some final steps to be carried out with the GetAccept Admin app.
Setting up the GetAccept Admin app
There are some additional settings you can configure for your GetAccept integration, including connecting your GetAccept Entities and setting what users are allowed to see and do within the integration. They can be found by navigating to the GetAccept Admin app. In order to use this app, first you need to configure access.
Navigate to Setup | App builder | GetAccept Admin and click edit. Remove any profiles that may currently have access to the app.
Next, proceed to assign the GetAccept Integration Admin permission set to any user you wish to have access to this app.
Finally, because this app uses reporting charts, you must also grant share access to any user to the specific GetAccept Reports folder.
Once this is done, you can then navigate to the GetAccept Admin app, and begin customising.
Connecting GetAccept entities
In the initial steps of this setup article, we guided you through setting up the listener in Salesforce. To complete this setup, you now decide which of your GetAccept entities you would like to connect to this Salesforce org (as you may have more than one entity).
Open the GetAccept Admin app
Navigate to Setup | Entities
You will be presented by a list of entities that you can choose to connect to your salesforce org. Click connect and wait for the list to reload. (See image below)
Thats it! You're now ready to use the GetAccept integration.
You will find more details on what you can do within this app by reading this article.
You cannot see status updates after the customer has opened or signed the document
Check that the listener site was created correctly and registered with our GetAccept application through the configuration page. Refer to the notes above for more details.
Standard users are not able to access the app.
Ensure they have the correct permissions attached to their profile as mentioned above.
If you encounter any issues, please contact email@example.com