Sales Cloud Demo 1

Sales Cloud Demo 1 - SIGN Butler

  • Install SIGN Butler, self-register and add the configuration for the Sales Cloud Demo.
This demo will sent the quote documents from the PDF Butler Sales Cloud Demo out for Digital Signature. The signer will be the first Contact from the Opportunity Roles list.
From the Opportunity, the following information will be used:

  • Opportunity:
    • Name
  • Opportunity Roles: We will use the primary Contact Role in this demo so make sure this one is set
    • Is Primary
    • Contact
  • Contact: Update this data to the contact that is linked to the Primary Contact Role
    • Id
    • FirstName
    • LastName
    • Email

Paste in your Salesforce.com domain...



... And just follow the steps below:
Step
Action
1) Enable Folders and Enhanced Sharing

A bit strange that this is not enabled by default on new Salesforce Orgs but this is required for Lightning Email Folders
 
2) Install SIGN Butler
  1.     This is the installation of the AppExchange package. The install itself might take a few minutes.
 
3) Register with your PDF Butler credentials
  
Paste your PDF Butler credentials right here:
and click the GO button on the right
 
Click on "Check credentials" and allow the secure connection request
4) Import SIGN Butler configuration

The configuration is already prepared. This config will use the Primary Contact Role as the Signer.

  
  1. Download config file:  
  2. Import file: Click the "GO" button below and at the bottom of the page you will find the import option (Migration)
5) Create PDF Butler Pack
  1. Download config file:  
  2. Import file: Click the "GO" button below and at the bottom of the page you will find the import option (Migration)

  
6) Add Opportunity Lookup to SIGN Request SObject

It would be an insult to every seasoned Salesforce professional to explain how to add a Lookup Field 😀


  • SObject: Sign Request
  • Field Type: Lookup
  • Reference To: Opportunity
  • Field Name: Opportunity


Click the "GO" button to go directly to the Object Manager screen for Sign Request


  
7) Add action to PDF Butler previewer
  1. Get PDF Butler Pack Id: In the URL of your browser, copy the Pack Id
  2. Edit Opportunity Lightning Page: Edit the Opportunity Lightning page to add the Pack Id to the PDF Butler Previewer
  3. Add Pack: Add the Pack Id to the PDF Butler Previewer, Click "Save" and your all done!

Add action to PDF Butler Previewer