This article will walk you through how to install the Ironclad Managed package from the Salesforce AppExchange.
Provision a New Salesforce User Account
We highly recommend using a generic account, such as ironclad-bot@yourcompany.com, to create this Salesforce service account, instead of an individual named user license.
At the time of package installation, the service account must have System Administrator permissions in order to install the package. After the integration is set up, the service account does not need System Admin privileges in Salesforce; however it does need create/read/write/create permissions on all objects that are used by the integration, such as Account, Opportunity, Quote, Ironclad Contract, etc.
Make sure the service account has the following properties:
Make sure the service account has the following properties:
- API Enabled (found in User Profile > System Permissions)
- Field Level Security read/write and on any field mapped in Workflow Launch configuration, such as Counterparty Name Counterparty Signer Name, Counterparty Signer Email
- Record sharing to all qualifying Salesforce records used in the integration
- Download AppExchange Packages permission enabled (found in your Profile settings)
Install the Ironclad Managed Package
To avoid accidentally connecting to your personal Salesforce account, we recommend doing this in an incognito window in your browser.
- Log in to your service Salesforce account.
- Navigate to Ironclad’s AppExchange listing.
- Click Get it Now.
NOTE
If you want to install the Ironclad package to a test environment, click Try It. - Select your Salesforce Account from the dropdown, and then click Install in Production.
- Review and agree to the terms, and then click Confirm and Install.
- We highly recommend selecting Install for All Users to ensure there are no permission issues. Click Install.
- Click Yes, grant access to these third-party web sites, and then click Continue.
- The package is downloaded to your Salesforce instance. If the download is taking an extended period of time, you may be redirected and will receive an email when the install is complete.
Add Ironclad to Your Trusted URLs
In order for the Ironclad Salesforce integration to work correctly, you must add Ironclad to your trusted URLs in Salesforce. If you use both demo and production Ironclad environments, you must repeat this process for both accounts.
- In Salesforce, click Setup > Security > Trusted URLs.
- Click New Trusted URL.
- In the URL field, add your Ironclad URL. In the example above, we added a link to a production environment.
- Select frame-src and img-src.
- Click Save.