Sertifi Support Site

Salesforce Lightning

With the Sertifi for Salesforce Lightning integration, you can work directly within Salesforce to send, sign, and track contracts, as well as collecting secure customer payments and authorizations. The integration also works with like Zuora, Conga, and others. Through Salesforce Lightning, you get a one-click sending process, the ability to conduct in-person signing, merge and push data, create templates, and store contracts.

Once you download the Sertifi app, you can use one of three options for configuring Salesforce Classic: