Salesforce

Getting started with Salesforce
Before beginning the installation process, please take a moment to confirm the following: Salesforce Edition: You have either an Enterprise, Unlimited or ...
Setting permissions
For the Oneflow for Salesforce application to work properly users must have a license assigned to them. They must also be granted permission to use the Onef...
How to Integrate Oneflow for Salesforce with other Salesforce Apps?
Our Lightning Contracts Component is available out-of-the-box on our Oneflow app.  It is available to all Users who have one of the Oneflow permissions set...
Salesforce Configurations
Please note collections are now called workspaces. Here you can find a list of possible configurations listed on "Oneflow for Salesforce - Confi...
Troubleshooting
On this page, you can check more information about possible errors on Oneflow for Salesforce. Common Errors Couldn't connect to Oneflow, when acti...
How to create contracts using Oneflow for Salesforce?
Please note: collections are now called workspaces. Oneflow for Salesforce allows contracts to be created directly from Opportunity by using our custom ...
Transfer Products/PDFs to Oneflow Contracts
Please note collections are now called workspaces. Oneflow for Salesforce supports different workflows related to Products on Salesforce.  Out-of-the-box...
How to choose which Product Information should be sent to Oneflow?
Product Mapping allows customers to define which fields from Product (OpportunityLineItem) are sent to Oneflow when creating a contract. This feature is fle...
How to create contracts from any Salesforce Object?
Please note collections are now called workspaces. This feature allows customers to create contracts from wherever Salesforce Object desired, you can sp...
How to customize Participants Information shown when creating contract?
Please note collections are now called workspaces. Choose what information should be shown for participants when picking participants to be added to the...