Getting started with Salesforce

Christoffer Utterborn
Christoffer Utterborn
  • Updated

NOTE

Before the installation process, please take a moment to read the following checklist:

  • You need to log in to Oneflow and Salesforce with the same email.
  • Salesforce Edition: You have either an Enterprise, Unlimited or Professional with API access edition of Salesforce.
  • System Administrator: You have an admin account in Salesforce.
  • Oneflow Account: You have a Oneflow account and you are an admin.

Once you’ve completed the checklist, you are ready for the installation and configuration steps.

Download Oneflow for Salesforce

  1. Click the Salesforce AppExchange link, search Oneflow Application and click Get It Now.
  2. Follow the instructions shown in the video to install in Production:
  1. To install in Sandbox, follow the same steps but choose Sandbox instead.

Set up Oneflow for Salesforce

Once the installation is finished, navigate to Oneflow for Salesforce for further configuration. Follow the steps described in the Integration configuration article to set up your integration.

Set up a contract template

  1. Create a new template or select an existing one in your Oneflow account. Alternatively, click on Template library, select a template, and click on Confirm.
  1. Click on the Data fields icon in the side panel. From the Select playbook dropdown, select Salesforce Template.
  1. Click on the Publish button to activate the template.

Now you are ready to use Oneflow for Salesforce!

You can start creating contracts from the Oneflow app in Salesforce and place our Contract Creation Lightning component into your own Salesforce apps as shown in this article: Integrate Oneflow for Salesforce with other Salesforce apps.

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