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Sertifi Support Site

Quick Install Guide

If you want a lightweight installation option, you can download and install the Sertifi for Salesforce application, and then contact your Customer Success Manager to complete set up and configuration on your behalf.

To use the Sertifi install service:

  1. Complete a call with the Sertifi Sales team to gather your requirements for the app. You’ll discuss any special workflow requirements, and the object(s) you want to install Sertifi on.

  2. Download the Sertifi app from the AppExchange in Salesforce. For more information, refer to the Downloading and installing the Sertifi app section of the Salesforce installation guide.

  3. Grant Sertifi access to your Salesforce org. To do this:

    • Login to your Salesforce org.

    • Navigate to your name in the top-right hand side of the page.

    • Click the name dropdown.

    • Click My Setup or My Settings from the dropdown list.

    • Click Personal in Personal on the left-hand side of the page.

    • Click Grant Login Access.

    • Grant login access to Sertifi for 7 days.

    Note

    Remember to grant access to Sertifi Support, not Salesforce Support.

    You don't need to give Sertifi support the password to your Salesforce org. However, you should include your organization ID when making your integration request.

On average, this process can save you upwards of 45 minutes to an hour of setup and configuration time.

Your Customer Success Manager can quickly configure your Sertifi app with our out-of-the-box solution. Additionally, your Customer Success Manager will set up any special requirements and objects per your discussion with the Sertifi Sales team.