Sertifi Support Site

Salesforce CPQ

Using the Sertifi Salesforce integration and CPQ extension package, you can work directly within Salesforce to send, sign, and track contracts and quotes, and collect secure customer payments. To successfully run Sertifi for Salesforce CPQ, you must complete the following steps:

  1. Install and configure the Sertifi for Salesforce app. Ensure that you configure the LinkObjectType and Link Object Field custom settings in the Sertifi for Salesforce app fin order or the CPQ extension package to work properly.

  2. Install and configue Salesforce CPQ. See Salesforce CPQ.

  3. Install and configure the Sertifi for Salesforce CPQ extension package.

Once these steps are complete, you can then send quotes for signature and payment using the Sertifi for Salesforce CPQ workflow.

Note

If you’ve already installed and configured the Sertifi app and Salesforce CPQ, you can skip ahead to installing and configuring the Sertifi for Salesforce CPQ extension package.

Installation typically takes at least 60 minutes to complete. If you prefer, Sertifi can complete a majority of the installation on your behalf, which can drastically reduce the amount of time required for the process.