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Sertifi Support Site

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:

  1. Navigate to Setup > Administration Setup.

  2. Select Profiles under Manage Users.

  3. Select Edit next to the user profile you want to update with the appropriate object permissions.

  4. Navigate to Custom App Settings.

  5. Select Visible for Sertifi E-Sign for Salesforce.com to enable the user profile to view the Sertifi EContract object in Salesforce.

  6. 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

  7. Save the updated settings.

  8. Navigate to Enabled Apex Class Access.

  9. Click Edit.

  10. Move all the Sertifi entries from the Available column to the Enabled column.

  11. Click Save. Typically, Sertifi Apex Classes start with Sertifi2_0 or Sertifisem.

  12. Navigate to Enabled Visualforce Page Access.

  13. Click Edit.

  14. Move all the Sertifi entries from the Available column to the Enabled column.

  15. Click Save. Typically, Sertifi Visualforce Pages start with Sertifi2_0 or Sertifisem.

  16. Navigate to Custom Setting Definitions.

  17. Click Edit.

  18. Move all the Sertifi entries from the Available column to the Enabled column.

  19. 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:

  1. Navigate to Setup > Administer > Manager Users > Profiles.

  2. Click the profile name you want to update with the appropriate object permissions.

  3. Navigate to Apps.

  4. Select Visible for Sertifi E_Sign for Salesforce.com.

  5. Navigate to Object Settings.

  6. 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

  7. Click Save.

  8. Navigate back to the profile.

  9. Navigate to Apex Class Access.

  10. Move all the Sertifi entries from the Available column to the Enabled column.

  11. Click Save. Typically, Sertifi Apex Classes start with Sertifi2_0 or Sertifisem.

  12. Navigate to Visualforce Page Access.

  13. Move all the Sertifi entries from the Available column to the Enabled column.

  14. Click Save. Typically, Sertifi Visualforce Pages start with Sertifi2_0 or Sertifisem.

  15. Navigate to Custom Setting Definitions.

  16. Click Edit.

  17. Move all the Sertifi entries from the Available column to the Enabled column.

  18. 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

Sertifi2_0__Apply_Signature__c

Read and Edit

Contact

Sertifi2_0__Contact__c

Read and Edit

Created By

CreatedById

Read Only

Email

Sertifi2_0__Email__c

Read and Edit

Email

Sertifi2_0__Signer_Email__c

Read and Edit

Id Check

Sertifi2_0__Id_Check__c

Read and Edit

Last Modified By

LastModifiedById

Read Only

Sertifi-EContract

Sertifi2_0__TestContract__c

Read and Edit

Signer

Name

Read and Edit

Signer Level Name

Sertifi2_0__Level_Name__c

Read and Edit

Signer Order

Sertifi2_0__Signer_Order__c

Read and Edit

EContractActivity__c Fields

Field Name

API Name

Required Access Level

Activity

Sertifi2_0__Activity__c

Read and Edit

ActivityTime

Sertifi2_0__ActivityTime__c

Read and Edit

Comments

Sertifi2_0__Comments__c

Read and Edit

Created By

CreatedById

Read Only

Details

Sertifi2_0__Details__c

Read and Edit

EContractActivity Name

Name

Read and Edit

EDocument

Sertifi2_0__EDocument__c

Read and Edit

IPAddress

Sertifi2_0__IPAddress__c

Read and Edit

Last Modified By

LastModifiedById

Read Only

Payment

Sertifi2_0__Payment__c

Read and Edit

TestContract

Sertifi2_0__TestContract__c

Read and Edit

User

Sertifi2_0__User__c

Read and Edit

Payment__c Fields

Field Name

API Name

Required Access Level

Allowed Pay Methods

Sertifi2_0__AllowedPayMethods__c

Read and Edit

Amount

Sertifi2_0__Amount__c

Read and Edit

Amount Received

Sertifi2_0__Amount_Received__c

Read and Edit

Amount Requested

Sertifi2_0__Amount_Requested__c

Read and Edit

Bank Account Type

Sertifi2_0__BankAccountType__c

Read and Edit

Bank Name

Sertifi2_0__BankName__c

Read and Edit

Bank Routing Number

Sertifi2_0__Bank_Routing_Number__c

Read and Edit

Card Expiration Month

Sertifi2_0__Card_Expiration_Month__c

Read and Edit

Card Expiration Year

Sertifi2_0__Card_Expiration_Year__c

Read and Edit

Card Type

Sertifi2_0__Card_Type__c

Read and Edit

City

Sertifi2_0__BillingCity__c

Read and Edit

Country

Sertifi2_0__BillingCountry__c

Read and Edit

Created By

CreatedById

Read Only

Description

Sertifi2_0__Description__c

Read and Edit

Due Date

Sertifi2_0__DueDate__c

Read and Edit

EDocument

Sertifi2_0__EDocument__c

Read and Edit

Email

Sertifi2_0__BillingEmail__c

Read and Edit

Error Message

Sertifi2_0__Error_Message__c

Read and Edit

Gateway Name

Sertifi2_0__Gateway_Name__c

Read and Edit

Gateway Token Id

Sertifi2_0__GatewayTokenId__c

Read and Edit

Identifier

Sertifi2_0__Identifier__c

Read and Edit

IP Address

Sertifi2_0__PayerIP_Address__c

Read and Edit

Last Four

Sertifi2_0__Last_Four__c

Read and Edit

Last Modified By

LastModifiedById

Read Only

Name on Card/Account

Sertifi2_0__Name_on_Card__c

Read and Edit

Operation

Sertifi2_0__Operation__c

Read and Edit

Payment Method

Sertifi2_0__PaymentMethod__c

Read and Edit

Payment Name

Name

Read and Edit

Postal Code

Sertifi2_0__BillingPostal_Code__c

Read and Edit

Received Date

Sertifi2_0__Received_Date__c

Read and Edit

Recurrence

Sertifi2_0__Recurrence__c

Read and Edit

Sertifi EContract

Sertifi2_0__EContract__c

Read and Edit

SertifiID

Sertifi2_0__SertifiID__c

Read and Edit

State

Sertifi2_0__BillingState__c

Read and Edit

Status

Sertifi2_0__Status__c

Read and Edit

Street Address 1

Sertifi2_0__BillingStreet_Address_1__c

Read and Edit

Street Address 2

Sertifi2_0__BillingStreet_Address_2__c

Read and Edit

Surcharge This Payment

Sertifi2_0__Surcharge_This_Payment__c

Read and Edit

Use Automatic Rules

Sertifi2_0__Use_Automatic_Rules__c

Read and Edit

TestContract__c Fields

Field Name

API Name

Required Access Level

Account

Sertifi2_0__Account__c

Read and Edit

Authorized

Sertifi2_0__Authorized__c

Read and Edit

Case

Sertifi2_0__Case__c

Read and Edit

Confirmation Number

Sertifi2_0__Confirmation_Number__c

Read and Edit

Contact

Sertifi2_0__Contact__c

Read and Edit

Contract

Sertifi2_0__Contract__c

Read and Edit

ContractID

Sertifi2_0__ContractID__c

Read and Edit

Created By

CreatedById

Read Only

CustomLinkID

Sertifi2_0__CustomLinkID__c

Read and Edit

Declined

Sertifi2_0__Declined__c

Read and Edit

Email Invite

Sertifi2_0__Email_Invite__c

Read and Edit

Event Date

Sertifi2_0__Event_Date__c

Read and Edit

Expiration Date/Time

Sertifi2_0__Expiration_Datetime__c

Read and Edit

Expired

Sertifi2_0__Expired__c

Read and Edit

File Name

Name

Read and Edit

File Name

Sertifi2_0__File_Name__c

Read and Edit

Last Modified By

LastModifiedById

Read Only

Lead

Sertifi2_0__Lead__c

Read and Edit

Message

Sertifi2_0__Message__c

Read and Edit

Open

Sertifi2_0__Open__c

Read and Edit

Opportunity

Sertifi2_0__Opportunity__c

Read and Edit

Owner

OwnerId

Read and Edit

Paid

Sertifi2_0__Paid__c

Read and Edit

Partially Signed

Sertifi2_0__Partiall__c

Read and Edit

Payment Errors

Sertifi2_0__Payment_Errors__c

Read and Edit

Redirect On Signing Page Action

Sertifi2_0__Redirect_On_Signing_Page_Action__c

Read and Edit

Refunds

Sertifi2_0__Refunds__c

Read and Edit

Settings

Sertifi2_0__Settings__c

Read and Edit

Signed

Sertifi2_0__Signed__c

Read and Edit

Sign Type

Sertifi2_0__Sign_Type__c

Read and Edit

Unpaid

Sertifi2_0__Unpaid__c

Read and Edit

View Stream

Sertifi2_0__LandingPageLink__c

Read and Edit