Propper for Salesforce Beta Setup Guide

Overview

Welcome to Propper for Salesforce Beta! This guide will walk you through the complete setup process for integrating Propper Sign signature capabilities into your Salesforce environment. Propper currently includes the Propper Sign product, with Propper Docs coming in future releases to handle Document Generation.

Prerequisites

Before beginning the setup process, ensure you have:

System Requirements

Account Requirements

Technical Requirements

Installation

Step 1: Install the Propper Beta Package

For Sandbox Orgs

  1. Navigate to the installation URL:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tao0000017aJ7AAI

For Scratch Orgs

  1. Get Instance URL: Use sf org display --target-org [your-scratch-org-alias] to get the Instance URL
  2. Navigate to the installation URL: Replace login.salesforce.com with your scratch org's instance URL:
    https://[your-instance-url]/packaging/installPackage.apexp?p0=04tao0000017aJ7AAI
Note: The package ID 04tao0000017aJ7AAI remains the same for all org types - only the domain changes for scratch orgs.

Installation Options

  1. Choose Installation Options:
    • Install for Admins Only: Recommended for initial setup
    • Install for All Users: Choose after completing setup
    • Install for Specific Profiles: Advanced option for controlled rollout
  2. Grant API Access:
    • Check "Yes, grant access to these third-party web sites"
    • Review and accept the terms
  3. Complete Installation:
    • Click "Install" and wait for completion
    • You'll receive an email confirmation when installation is complete

Step 2: Verify Installation

  1. Check Installed Packages:
    • Navigate to Setup > Installed Packages
    • Verify "Propper Sign" is listed and active
  2. Verify Components:
    • Custom Objects: propperSign_Settings__c, propperSign_Workflow__c, etc.
    • Permission Sets: propper_Admin (all Propper products), propperSign_User (Sign product only)
    • Apex Classes: PropperSignAdminController, PropperSignWorkflowController
    • Lightning Components: propperSignAdmin, propperSignWorkflows

Setup Wizard

Accessing the Setup Wizard

After installation, use the automated setup wizard for guided configuration:

  1. Navigate to Setup Wizard:
    • Go to App Launcher > Search for "Propper Setup"
    • Click on the "Propper Setup" tab
    • The setup wizard will launch automatically
  2. Follow the Setup Steps:
    The wizard will guide you through 5 main steps:

Step 1: Permission Sets

Step 2: API Configuration

Step 3: Admin Page Configuration

Step 4: LWC Actions Configuration

Step 5: Workflow Configuration (Optional)

Manual Setup Instructions

If you prefer manual setup or need to configure specific settings:

1. Configure API Settings

  1. Navigate to Custom Settings:
    • Setup > Custom Settings
    • Click "Manage" next to "propperSign Settings"
  2. Create Organization Setting:
    • Click "New"
    • Enter your API credentials:
      • API Client ID: From Propper Sign account
      • API Secret: From Propper Sign account
      • Environment: Demo or Production
    • Click "Save"

2. Assign Permission Sets

  1. Navigate to Permission Sets:
    • Setup > Permission Sets
    • Select "propper_Admin" or "propperSign_User"
  2. Assign to Users:
    • Click "Manage Assignments"
    • Click "Add Assignments"
    • Select appropriate users
    • Click "Assign"

3. Configure Remote Site Settings

  1. Navigate to Remote Site Settings:
    • Setup > Remote Site Settings
    • Verify these remote sites exist:
      • https://api.propperdocs.ai
      • https://api.demo.propperdocs.ai
  2. Add If Missing:
    • Click "New Remote Site"
    • Enter the URL and mark as "Active"

4. Configure Record Pages (Manual)

  1. Navigate to Lightning App Builder:
    • Setup > User Interface > Lightning App Builder
    • Edit the record pages where you want to display packet information
  2. Add Packet Info Component:
    • Drag the "Packet Info" component to your record page
    • Configure component settings as needed
    • Activate the updated page

Post-Setup Configuration

1. Create Workflows

  1. Navigate to Workflows:
    • App Launcher > Propper Sign Workflows
    • Click "New Workflow"
  2. Configure Workflow:
    • Name: Descriptive name for the workflow
    • Template: Select from your Propper Sign templates
    • Delivery Method: Email (recommended)
    • Email Subject: Subject line for signature requests
    • Email Message: Custom message for recipients
  3. Set Participant Mappings:
    • Define how Salesforce fields map to signature participants
    • Configure email and name field mappings

2. Configure Object Actions

  1. Navigate to Workflow Metadata:
    • App Launcher > propperSign Admin
    • Go to "Workflow Configuration" section
  2. Create Action Configuration:
    • Select object type (Account, Contact, Lead, Opportunity, Case)
    • Choose which workflows apply to this object
    • Optionally configure phase-specific workflows

3. Test Integration

  1. Create Test Record:
    • Create a test Account, Contact, or Opportunity
    • Add relevant contact information
  2. Send Test Signature Request:
    • Open the test record
    • Click "Send for Signature" action
    • Select workflow and verify configuration
    • Send test packet
  3. Verify Functionality:
    • Check email delivery
    • Verify signature process
    • Confirm status updates in Salesforce
    • Verify packet information displays on record page

Testing Your Setup

Test Checklist

Common Test Scenarios

  1. Basic Signature Request:
    • Create Opportunity with Contact
    • Send for signature using configured workflow
    • Verify email delivery and signature process
    • Check packet status on record page
  2. Multi-Participant Workflow:
    • Configure workflow with multiple participants
    • Test participant sequencing
    • Verify all participants receive requests
  3. Phase-Specific Workflows:
    • Configure different workflows for different opportunity stages
    • Test phase transitions
    • Verify correct workflow selection

Troubleshooting

Common Issues

1. API Connection Problems

Symptoms: Cannot load templates, API errors

Solutions:

2. Permission Issues

Symptoms: Users cannot access components

Solutions:

3. Workflow Configuration Issues

Symptoms: Workflows don't appear in actions

Solutions:

4. Email Delivery Problems

Symptoms: Recipients don't receive signature requests

Solutions:

5. Record Page Component Issues

Symptoms: Packet Info component not displaying

Solutions:

Error Messages

Error Cause Solution
"Invalid API credentials" Incorrect Client ID/Secret Verify credentials in custom settings
"Permission denied" Missing permission sets Assign appropriate permission sets
"Template not found" Template ID mismatch Verify template exists in Propper Sign
"Workflow not configured" Missing workflow metadata Configure workflow metadata for object

Log Files and Debugging

  1. Enable Debug Logs:
    • Setup > Debug Logs
    • Create log for affected user
    • Set log level to "Debug"
  2. Check System Logs:
    • Monitor logs during API calls
    • Look for authentication errors
    • Check for permission issues
  3. Use Developer Console:
    • Open Developer Console
    • Run anonymous Apex for testing
    • Check for compilation errors

Support

Getting Help

  1. Documentation: Refer to this guide and in-app help
  2. Setup Wizard: Use the automated setup wizard for guided configuration
  3. Admin Page: Check system status and configuration in admin page
  4. Support Portal: Access support through your Propper Sign account

Contact Information

Preparing for Support

When contacting support, have ready:

Appendix

A. API Endpoints

B. Required Fields

propperSign_Settings__c

propperSign_Workflow__c

C. Object Relationships

propperSign_Workflow__c
├── propperSign_Template_Participant__c (Master-Detail)
└── propperSign_Packet_Mapping__c (Lookup)

propperSign_Packet_Change__c
└── Opportunity__c (Lookup)

D. Future Enhancements