Salesforce Object and Field Permissions

After you install and configure your Sertifi for Salesforce app, it's important to assign the correct object permissions to your users so they're able to perform various Sertifi workflows, based on their role. Without the appropriate object permissions, your users won't be able to carry out workflows related to Sertifi.

This article contains the following sections:

• Salesforce Classic object permissions
• Salesforce Lightning object permissions

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 choose whether to give Read, Create, Edit, Delete, View All, and/or Modify All access to the following Sertifi Objects:
   • EContractActivities
   • EContract Parameters
   • EDocuments
   • Payments
   • Sertifi EContracts
   • Signers

Object	Action
	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	Required	Optional	Optional
Payments	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

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:

Object	Action
	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	Required	Optional	Optional
Payments	Required	Required	Required	Required	Optional	Optional
Sertifi EContracts	Required	Required	Required	Optional	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.