Salesforce Object and Field Permissions
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 permissions for Read, Create, and Edite. 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
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
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.