Salesforce Object and Field Permissions
Caution
In order to complete setup, the service account must be part of the permission set for the custom object.
After you install and configure your Sertifi for Salesforce app, it's important to assign the correct object permissions to your users.
Salesforce Classic object permissions
If you use Salesforce Classic, and you're an admin for your Salesforce account, you can assign the appropriate object permissions for your users. To assign permissions in Salesforce Classic:
Navigate to Setup > Administration Setup.
Select Profiles under Manage Users.
Select Edit next to the user profile you want to update with the appropriate object permissions.
Navigate to Custom App Settings.
Select Visible for Sertifi E-Sign for Salesforce.com to enable the user profile to view the Sertifi EContract object in Salesforce.
Navigate to Custom Object Permissions, and configure the following Sertifi Objects as you see fit. However, note that all Objects require specific permissions for the Read, Create, and Edit functions to be enabled.
Choose whether to give Read, Create, Edit, Delete, View All, and/or Modify All access to the following Sertifi Objects:
Read
Create
Edit
Delete
View All
Modify All
EContractActivities
Required
Required
Required
Optional
Optional
Optional
EContractParameters
Required
Required
Required
Optional
Optional
Optional
EDocuments
Required
Required
Required
Optional
Optional
Optional
Payments
Note
In order to use surcharging, admins will need to either manually enable the Surcharging field for each user that requires access, or to create a new Permission Set for the Surcharging field.
Required
Required
Required
Required
Optional
Optional
Sertifi EContracts
Required
Required
Required
Required
Optional
Optional
Signers
Required
Required
Required
Required
Optional
Optional
Sertifi DataMap (for Sertifi SEM)
Required
Required
Required
Optional
Optional
Optional
Sertifi DataMap Item (for Sertifi SEM)
Required
Required
Required
Optional
Optional
Optional
Booking
Required
Required
Required
Required
Optional
Optional
Save the updated settings.
Navigate to Enabled Apex Class Access.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Apex Classes start with Sertifi2_0 or Sertifisem.
Navigate to Enabled Visualforce Page Access.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Visualforce Pages start with Sertifi2_0 or Sertifisem.
Navigate to Custom Setting Definitions.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Custom Settings start with Sertifi2_0.
Salesforce Lightning Object Permissions
If you use Salesforce Lightning, and you're an admin for your Salesforce account, you can assign the appropriate object permissions for your users. To assign permissions in Salesforce Lightning:
Navigate to Setup > Administer > Manager Users > Profiles.
Click the profile name you want to update with the appropriate object permissions.
Navigate to Apps.
Select Visible for Sertifi E_Sign for Salesforce.com.
Navigate to Object Settings.
Click Edit next to each of the following object names, and ensure all Object Permissions are Enabled, and all field permissions have Edit access:
Read
Create
Edit
Delete
View All
Modify All
EContractActivities
Required
Required
Required
Optional
Optional
Optional
EContractParameters
Required
Required
Required
Optional
Optional
Optional
EDocuments
Required
Required
Required
Optional
Optional
Optional
Payments
Required
Required
Required
Required
Optional
Optional
Sertifi EContracts
Required
Required
Required
Required
Optional
Optional
Signers
Required
Required
Required
Optional
Optional
Optional
Sertifi DataMap (for Sertifi SEM)
Required
Required
Required
Optional
Optional
Optional
Sertifi DataMap Item (for Sertifi SEM)
Required
Required
Required
Optional
Optional
Optional
Click Save.
Navigate back to the profile.
Navigate to Apex Class Access.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Apex Classes start with Sertifi2_0 or Sertifisem.
Navigate to Visualforce Page Access.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Visualforce Pages start with Sertifi2_0 or Sertifisem.
Navigate to Custom Setting Definitions.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Custom Settings start with Sertifi2_0.
Required Field-level Permissions
ContractContactJunction__c Fields
Field Name | API Name | Required Access Level |
---|---|---|
Apply Signature |
| Read and Edit |
Contact |
| Read and Edit |
Created By |
| Read Only |
| Read and Edit | |
| Read and Edit | |
Id Check |
| Read and Edit |
Last Modified By |
| Read Only |
Sertifi-EContract |
| Read and Edit |
Signer |
| Read and Edit |
Signer Level Name |
| Read and Edit |
Signer Order |
| Read and Edit |
EContractActivity__c Fields
Field Name | API Name | Required Access Level |
---|---|---|
Activity |
| Read and Edit |
ActivityTime |
| Read and Edit |
Comments |
| Read and Edit |
Created By |
| Read Only |
Details |
| Read and Edit |
EContractActivity Name |
| Read and Edit |
EDocument |
| Read and Edit |
IPAddress |
| Read and Edit |
Last Modified By |
| Read Only |
Payment |
| Read and Edit |
TestContract |
| Read and Edit |
User |
| Read and Edit |
Payment__c Fields
Field Name | API Name | Required Access Level |
---|---|---|
Allowed Pay Methods |
| Read and Edit |
Amount |
| Read and Edit |
Amount Received |
| Read and Edit |
Amount Requested |
| Read and Edit |
Bank Account Type |
| Read and Edit |
Bank Name |
| Read and Edit |
Bank Routing Number |
| Read and Edit |
Card Expiration Month |
| Read and Edit |
Card Expiration Year |
| Read and Edit |
Card Type |
| Read and Edit |
City |
| Read and Edit |
Country |
| Read and Edit |
Created By |
| Read Only |
Description |
| Read and Edit |
Due Date |
| Read and Edit |
EDocument |
| Read and Edit |
| Read and Edit | |
Error Message |
| Read and Edit |
Gateway Name |
| Read and Edit |
Gateway Token Id |
| Read and Edit |
Identifier |
| Read and Edit |
IP Address |
| Read and Edit |
Last Four |
| Read and Edit |
Last Modified By |
| Read Only |
Name on Card/Account |
| Read and Edit |
Operation |
| Read and Edit |
Payment Method |
| Read and Edit |
Payment Name |
| Read and Edit |
Postal Code |
| Read and Edit |
Received Date |
| Read and Edit |
Recurrence |
| Read and Edit |
Sertifi EContract |
| Read and Edit |
SertifiID |
| Read and Edit |
State |
| Read and Edit |
Status |
| Read and Edit |
Street Address 1 |
| Read and Edit |
Street Address 2 |
| Read and Edit |
Surcharge This Payment |
| Read and Edit |
Use Automatic Rules |
| Read and Edit |
TestContract__c Fields
Field Name | API Name | Required Access Level |
---|---|---|
Account |
| Read and Edit |
Authorized |
| Read and Edit |
Case |
| Read and Edit |
Confirmation Number |
| Read and Edit |
Contact |
| Read and Edit |
Contract |
| Read and Edit |
ContractID |
| Read and Edit |
Created By |
| Read Only |
CustomLinkID |
| Read and Edit |
Declined |
| Read and Edit |
Email Invite |
| Read and Edit |
Event Date |
| Read and Edit |
Expiration Date/Time |
| Read and Edit |
Expired |
| Read and Edit |
File Name |
| Read and Edit |
File Name |
| Read and Edit |
Last Modified By |
| Read Only |
Lead |
| Read and Edit |
Message |
| Read and Edit |
Open |
| Read and Edit |
Opportunity |
| Read and Edit |
Owner |
| Read and Edit |
Paid |
| Read and Edit |
Partially Signed |
| Read and Edit |
Payment Errors |
| Read and Edit |
Redirect On Signing Page Action |
| Read and Edit |
Refunds |
| Read and Edit |
Settings |
| Read and Edit |
Signed |
| Read and Edit |
Sign Type |
| Read and Edit |
Unpaid |
| Read and Edit |
View Stream |
| Read and Edit |