Installing GetAccept for Salesforce

Note: Salesforce Developer, Enterprise, Performance, and Unlimited editions is required to use the GetAccept integration.

Create a listener URL

1. 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

1. Install the GetAccept Salesforce integration here (version 2.52.0):
   https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2o000001AxLR

2. Approve Third-Party Access so that your Salesforce org can communicate with our API.

3. The installation process will begin. It can take several minutes and it is not uncommon to receive a message indicating that installation is continuing and to check back later when it is complete. You as a system admin will receive an email when the package has successfully installed.
   
   
   

Add permission set to Listener Guest user

Next you need to assign a permission set to the Listener you have previously setup.

1. Setup: Search for Sites.

2. Click the site label GetAcceptListener

3. Click Public access settings

4. Click View users

5. Click on the Full Name of the site guest user

6. Click Permission Set Assignments and then edit

7. Add the GetAccept Integration Listener permission set and then click save.

8. 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.

1. Search for Users in setup

2. Select a user you wish to grant permissions to use GetAccept

3. Click on Permission Set Assignments for that user, then click edit.

4. Add the permission set GetAccept Integration User, then click save.

5. Repeat for any other user you wish to grant these permissions to.

Add GetAccept integration to your environment

1. 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.

2. Click Save.

3. Click Activation

4. 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 need to 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.

Registering your service user and listener

In order to connect GetAccept to your Salesforce org, you need to register your "service user" with GetAccept. Within the GetAccept Admin app, click on the Setup tab. Here you will be presented with a login form as shown below. Enter the admin login credentials for your GetAccept account (one which has access to all relevant entities). You must then select the site URL of the listener site that you created earlier in this guide. If you don't see the listener in the list, return to the sites page to ensure it was setup correctly and set to active. Finally, please ensure to check the box “Download signed documents” if you wish to have the signed PDF automatically downloaded to your Salesforce org.

Once you hit register, you should get a success message confirming authentication to your GetAccept account and you can then connecting specific entities.

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.

Connecting GetAccept entities

Once successfully registered, you can now decide which of your GetAccept entities you would like to connect to this Salesforce org (as you may have more than one entity).

1. Navigate to the Entities section within the Setup page you're currently on.

2. 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)

3. 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.

Troubleshooting

1. 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.
   

2. 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 support@getaccept.com