If you want a lightweight installation option, you can download and install the Sertifi for Salesforce application, and then contact your Customer Success Manager to complete set up and configuration on your behalf.
Take advantage of the Sertifi service install by:
- Completing a call with the Sertifi Sales team to gather your requirements for the app. You’ll discuss any special workflow requirements, and the object(s) you want to install Sertifi on.
- Downloading the Sertifi app from the AppExchange in Salesforce. For more information, see Downloading and installing the Sertifi app.
- Granting Sertifi access to your Salesforce org. For more information, see Granting login access to Sertifi support. Remember to grant access to Sertifi Support, not Salesforce Support.
- Sending your Sertifi Customer Success Manager additional information to complete your setup and installation.
- Send an email to your Customer Success Manager (provided to you by the Sales team) with a sample signature document to add to your library and your company logo for branding.
On average, this process can save you upwards of 45 minutes to an hour of setup and configuration time.
Your Customer Success Manager can quickly configure your Sertifi app with our out-of-the-box solution. Additionally, your Customer Success Manager will set up any special requirements and objects per your discussion with the Sertifi Sales team.
