Salesforce 2.1.x and below
- Setting permissions
- Oneflow configurations
- Create a contract using Oneflow for Salesforce
- Transfer products and PDFs to Oneflow contracts
- Send product information to Oneflow
- Integrate Oneflow for Salesforce with other Salesforce apps
- Create contracts from any Salesforce object
- Customize information shown to participants when creating a contract
- Set default workspace and templates for contracts
- Use country data for counterparties in contracts
- Import signed contracts from Oneflow to Salesforce
- Grant access to your data to the Oneflow team
- Troubleshooting