Sertifi Data Integration

By implementing the Sertifi Data Integration you can setup fillable PDF documents, so the documents can pull data from Salesforce into your signature documents, and then push the data from the signed documents back into Salesforce.

To use this integration:

1. Send a request to Sertifi support.
2. Turn on the Data Integration in Salesforce.
3. Determine the fields you want to push or pull from.
4. Create the fields to add to your fillable PDF document.
5. Create the fillable PDF document with the fields.

Using the Sertifi Data Integration

To get started with this process, send an email to [email protected] stating that you want to use Data Integration in Salesforce.

Then, select SFDataIntegration for your Sertifi app within Salesforce. To do this:

1. Navigate to Develop > Custom Settings via the left-hand navigation.
2. Select Manage next to Sertifi Application Settings.
3. Select SFDataIntegration.
4. Click Save.

Determining fields

Next, you should determine which fields you want to pull and push information into. You need to use the Field Name or the API name of the fields, and enter these when you create your fillable PDF document. To locate the appropriate names, navigate to Setup > Customize > Opportunities (or the Salesforce object you're using) > Fields. For standard fields, use the Field Name column and for Custom Fields (ones that you create) use the API name column.

For example, if you want to pull in the Account Name and Amount, you'd look to see what the standard Opportunity fields are, and make note of the Field Names.

Create a fillable PDF and follow the below naming convention for the fields that you want to edit. If you need help with editing a PDF reference the Sertifi Intelligent Tag documentation or contact Sertifi Support at [email protected].

Naming conventions for fillable PDF fields

When you create the fillable PDF, you'll use a combination of:

• A prefix
• Object name
• Field name

to specify the information you want to push or pull from and enter these fields into the PDF.

Prefix

To determine the prefix you want to use, determine if you want to only pull information from a field, if you only want to push information from your signature documents, or if you want to push and pull data from Salesforce and your documents.

To pull only, append SFPULL_ to pull data from Salesforce into your signature document.

To push only, append SFPUSH_ to push data from your signed documents back into Salesforce.

To push and pull, append SFPULLPUSH_ to pull data from Salesforce int your signature document, and push data from your signed documents back into Salesforce.

Object name and field name

After the prefix, add the object name you set up Sertifi on. For instance, if you're running Sertifi from the Opportunity object, and you want to prefill the Opportunity name in your signature document enter Opportunity, followed by a period, and then the field name. The result would be: SFPULL_Opportunity.Name.

You can also push and pull data from a related object, however, the object must be related to your main object by a lookup field. The format for these fields is:

PREFIX_ObjectName.LookupFieldName__r.FieldName

The __r at the end of the related field name tells us it is used as a reference. If your lookup field is a custom field replace the __c with __r. If you're Prefilling the Phone field stored in a related account, and the field name related to the Account is Test__C you would use SFPULL_Opportunity.Test__r.Phone

Creating a fillable PDF

Once you determine the field names you want to use in your fillable PDF, you can then create the fillable PDF document to use as a signature document. When you create the PDF document, enter the field text (i.e. SFPULL_Opportunity.Name) directly into the fields in the document.

For more information about creating fillable PDFs, see Fillable PDF tags, and replace the examples with the fields you create.