Propper for Salesforce Beta - Quick Setup Reference

Installation

Sandbox Orgs

1. Install Package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tao0000017aJ7AAI
2. Access Setup Wizard: App Launcher > "Propper Setup"

Scratch Orgs

1. Get Instance URL: Use sf org display --target-org [your-scratch-org-alias] to get the Instance URL
2. Install Package: Replace login.salesforce.com with your scratch org's instance URL:

   https://[your-instance-url]/packaging/installPackage.apexp?p0=04tao0000017aJ7AAI

3. Access Setup Wizard: App Launcher > "Propper Setup"

Note: The package ID 04tao0000017aJ7AAI remains the same for all org types - only the domain changes for scratch orgs.

Setup Wizard Steps

✅ Step 1: Permission Sets

• Admin Users: Select users for propper_Admin (manages all Propper products)
• Standard Users: Select users for propperSign_User (Sign product only)
• Action: Click "Assign Permissions"

✅ Step 2: API Configuration

• Environment: Demo or Production
• API Client ID: From Propper Sign account
• API Secret: From Propper Sign account
• Action: Click "Save API Settings"
• Note: Handles both API credentials and named credential configuration automatically

✅ Step 3: Admin Page

• Automatic: Admin page access via "propperSign Admin" tab
• Verification: Click "Open Admin Page"

✅ Step 4: LWC Actions

• Automatic: Actions configured with workflows
• Supported Objects: Account, Contact, Lead, Opportunity, Case
• Record Page Setup: Use "Configure Record Pages" button to add Packet Info component
• Component: Displays signature request status and packet information on records

✅ Step 5: Workflow Configuration (Optional)

• Select Object: Choose Salesforce object type
• Choose Template: Load from Propper Sign account
• Action: Click "Create Sample Workflow"

Manual Setup Checklist

API Configuration

Setup > Custom Settings > propperSign Settings > Manage > New
API Client ID: [Your Client ID]
API Secret: [Your Secret]
Environment: Demo/Production

Permission Sets

Setup > Permission Sets > propperSign Admin/User > Manage Assignments
Add appropriate users

Remote Site Settings

Setup > Remote Site Settings
Verify these URLs are active:
- https://api.propperdocs.ai
- https://api.demo.propperdocs.ai

Record Page Configuration

Setup > Lightning App Builder > Edit Record Pages
Add "Packet Info" component to desired record pages
Configure component settings and activate pages

Quick Test

1. Create test record (Account/Contact/Opportunity)
2. Add contact information (Name, Email)
3. Click "Send for Signature" action
4. Select workflow and send test packet
5. Verify email delivery and signature process
6. Check packet status on record page with Packet Info component

Common Issues

Support

• Setup Wizard: Use for guided configuration
• Admin Page: Check system status and configuration
• Full Documentation: See Propper Salesforce Beta Setup Guide

Next Steps

1. Test integration with sample documents
2. Create additional workflows for different processes
3. Configure object-specific actions
4. Add Packet Info component to relevant record pages
5. Train users on new functionality