Skip to main content

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 Quick Install process:

  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, see downloading and installing the Sertifi app.

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

    • Log in 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.


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

  4. Send your Sertifi Customer Success Manager additional information to complete your setup and installation.

    • Send an email to your Customer Success Manager (provided to you by the Sales team) with a sample signature document to add to your library and your company logo for branding.

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.