Documentation

IMPLEMENTATION
GUIDE
SIMPLE SIGNATURE FOR SALESFORCE.COM
Implementation Guide
© 2016 To A Finish LLC
12407 MoPac Expwy N • Suite 250
Austin, TX 78758
Phone 512.436.3464 • Fax 267.935.7773
Table of Contents
Introduction to this Implementation Guide _____________________________ 2 Introducing Salesforce.com ______________________________________________ 3 Introducing To A Finish _________________________________________________ 4 Introducing Simple Signature ____________________________________________ 5 Before You Begin, Requirements _________________________________________ 6 Just out of BETA – What it Means _________________________________________ 6 Please, Please, Please … Review us! _______________________________________ 6 Configuration _____________________________________________________ 7 Adding the Signature Form to Salesforce1 __________________________________ 8 Modifying the Signature Form ____________________________________________ 9 Connecting to a Parent Object ___________________________________________ 11 Usage Example ___________________________________________________ 13 Version 2016.09.28 S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
1
Chapter
Introduction to this Implementation
Guide
Introducing all the key components of the Simple Signature App for Salesforce.com
T
his manual will help you through the implementation of the Simple Signature app
for your Salesforce.com Org. You can read this chapter if you desire to do so,
but most users can probably start at the next chapter, where the installation and
configuration instructions begin.
Thank you for considering our app in your organization.
I C O N
K E Y
$
Details You Can Skip
O
Don’t Miss This!
you will need to pay
close attention to all of the information contained in this manual.
We recommend reading through this first chapter before you
begin, and then reading through each section as you work on it.
To succeed in the installation process
: Sample Code
The Icon Key to the left shows the icons you will be seeing as
you go through this manual. The more advanced readers can
skip some of the details as indicated by the appropriate icon.
M
Danger!
This manual is a work in progress, so please do take notes and let us know if you run into
any issues with the text or if you believe there is a better way to accomplish the tasks we
describe.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
Introducing Salesforce.com
$
Salesforce.com's CRM solution is broken down into several broad
categories: Sales Cloud, Service Cloud, Data Cloud (including Jigsaw),
Collaboration Cloud (including Chatter) and Custom Cloud (including
Force.com). Below, we’ll highlight a few of them.
The Sales Cloud includes a
real-time sales collaborative
tool called Chatter, provides sales representatives with
a customer profile and account history, allows the
user to manage marketing campaign spending and
performance across a variety of channels from a
single application, tracks opportunity-related data
including milestones, decision makers, customer communications, and other information
unique to the company's sales process. Automatic email reminders can be scheduled to
keep teams up to date.
The Sales Cloud
Other activities on the Salesforce cloud include using the Jigsaw business data to access
business contacts, and designing and automating processes in Salesforce CRM.
The Service Cloud provides companies with a call center-like view
that enables them to create and track cases coming in, and
automatically route and escalate what’s important. The Salesforce CRM-powered
customer portal provides customers the ability to track their own cases, includes a social
networking plug-in that enables the user to join the conversation about their company on
social networking websites, provides analytical tools and other services including email,
chat, Google search, and access to customers' entitlement and contracts.
The Service Cloud
Salesforce.com's platform as a service (PaaS) product is known as
Force.com. The Force.com platform allows external developers to
create add-on applications that integrate into the main
salesforce.com application and are hosted on Salesforce.com's infrastructure.
The Force.com
Platform
These applications are built using Apex (a proprietary Java-like programming language for
Force.com) and Visualforce (an XML-like syntax for building user interfaces in HTML or
Flex).
In addition to the web interface, salesforce.com offers a
SOAP/REST Web service API that enables integration with
other systems. This is the technology we will be using to power the integration with
ETAdirect.
Web Services
You can continue reading more on Salesforce.com at WikiPedia.com.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
Introducing To A Finish
$
To A Finish™ is a concept company that has grown out of a desire to
improve the Salesforce CRM consulting industry. Too often we have
found the priorities of consulting companies skewed towards speed and
profitability, rather than excellence and long-term success. This is not a
blanket statement about all consulting companies, rather a general
statement of the industry at large.
We believe there is a different way of consulting that will bring ultimate success to any
CRM venture. The biggest difference is time. We give special attention to steps that are
often rushed or even overlooked entirely in a typical project. Things like in-depth analysis,
getting to really know a business, documentation and end-user involvement in the process
help us set up a project for success. Ultimately, we must spend the time to do the work
until it is absolutely complete; To A Finish™.
We are not guaranteeing our clients will never see a bug or have to rethink initial
strategies. Reworking is actually part of the process of achieving success. What we are
saying is that our strategies and focus will minimize unforeseen problems and achieve for
us an ultimately successful project completion. We put our name on our work and stake
our reputation on quality service.
Test us. Allow us to show you the difference of doing work To A Finish™.
You can find more about To A Finish at www.toafinish.com
When you finish a thing you ought to be able to say to yourself: "There, I am willing to stand for that
piece of work. It is not pretty well done; it is done as well as I can do it; done to a complete finish. I will
stand for that. I am willing to be judged by it."
- O.S. Marden
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
Introducing Simple Signature
$
Introducing a simple solution to capture signatures on the Force.com
platform. With Simple Signature you can acquire signatures on release
forms, petitions, waivers, and other simple forms that need a few key
data elements and a signature. Simple.
Simple Signature is not intended to replace other document generation
apps for Salesforce, but rather as a tool to quickly gather signatures, unencumbered by
multiple-step processes or expensive, custom solutions. No need to create a Lead or
Contact record in advance; just read, enter your name and maybe a couple other things,
and sign. Done.
•
•
•
FREE for the limited version
No Training Required for usage
Works with Salesforce1, Salesforce Classic and Lightning
Keep it Simple.
Keep it Simple. Get it done.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
Before You Begin, Requirements
O
Before you begin working with our app, you must have several
components already in place and configured. We will not cover these
components in detail, but will at least point you to where you can get
the information you need.
A production system Salesforce.com Org will be needed in order to
set up the integration. A sandbox will be very helpful in this
process as well. Any edition, Professional and above, of Salesforce.com should work.
Salesforce.com
F
Sales Cloud
F
Service Cloud
F
Custom Cloud (Force.com)
Just out of BETA – What it Means
Simple Signature is a … simple app, so not much can go wrong, but still, we know that
somebody is going to find something that is broken. We just came out of BETA and
most Salesforce users still haven’t tested our app. So, please be gracious, and tell us about
anything you run into. Email at [email protected] and we’ll gladly take a look at
what you find.
Please, Please, Please … Review us!
We greatly enjoy being able to provide users with and app they will find useful. And a few
of those users sometimes need us to build other things for them, so having a free version
is one of the ways we showcase our work for potential clients.
So, if you like the app, please leave us a positive review on the AppExchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DqCoUUAV
But if you run into issues, please don't leave them there for the world to see (unless we
can’t get it resolved). Rather, contact us at [email protected] and we'll work
together to make this app To A FinishTM.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
2
Chapter
Configuration
The steps necessary to set up the app for full use
T
he initial steps in the configuration are completed by first installing the package
from the AppExchange.com app store. Make sure to Install for All Users.
Even though only an Admin will configure it, you need to install for All Users so
that they can access the pages correctly.
* Note: Simple Signature is intended mainly for use in Salesforce1, so most of this guide is
focused on configuring Salesforce1 for its usage. Anybody who desires to use it inside of
Salesforce Lightning or Salesforce Classic may certainly do so, and configuration will be
even simpler than what this document describes.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
Adding the Signature Form to Salesforce1
The first thing you will want to do is configure the Simple Signature form to show up on
your Salesforce1 mobile apps.
1) Make sure you are in the “Classic” web version of Salesforce1, with Admin
permissions.
2) At the top-right of the page click on Setup à Administer à Mobile
Administration à Salesforce1 Navigation.
3) Select “Sign” from the pages on the left, and use the arrow key to move it to the
items on the right. Position it near the top so that it isn’t lost.
4) Press the Save button.
5) Now log into Salesforce1 and verify
that you can, in fact, see the “Sign”
tab. (You might need to refresh in
order to see it.)
6) Test the process using the instructions
in the next chapter.
7) Next, go back to the Classic web
version of Salesforce to continue
configuring.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
Modifying the Signature Form
The next thing you need to do before beginning to use it is change what the form says in
order to make it yours.
1) Make sure you are in the “Classic” web version of Salesforce, with Admin
permissions.
2) At the top-right of the page click on Setup à Build à Create à Custom Labels.
3) Find and then click on the Name of the Page_Title custom label.
4) You will then be presented with a page where you can create a “Translation” for
this particular item. To do so, press the New button.
* Note: If you do not see the “Translations” area shown in the screenshot above, go to Setup à
Administer à Translation Workbench à Translation Settings and turn it on. You should choose
“English” or the native language of the users who will be using the form.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
5) Select a Language, typically “English” or the default language your users will be
using, and then type in the Title you want at the top of the form. Press the Save
button, then click on the “Master Label” link, and you will see that this title is
now a part of the form.
6) If you have users with Salesforce set to a different language, you will need to
repeat steps 4-5 for each of those languages. If you do not, then they will default
to seeing the title “Salesforce.com, inc. Release Form”.
7) Now, go back to Step 3 and this time click on the Long Legal Text 1 item. This
is the text that will go under the title of the form, and before the fields and
signature. If you can fit it all in, then go ahead and do so, if not you can add text
in the Long Legal Text 2 item. Repeat Steps 4-6.
8) Now do the same Steps 3-6 for any other elements you wish to change on the
form.
9) To remove fields, or add
custom fields to the form,
go to Setup à Create à
Objects and then click on
the Signature object.
10) Scroll down to the “Field
Set” section and click
“Edit”
on
the
SignatureFields field set.
You can now remove
fields, reorder them, or
add new fields to the form
by dragging them down
into the field set.
11) Once you are done, go
back to Salesforce1 and test the “Sign” tab, making sure that your entire wording
is now as you wish it to be.
* Note: It is important to get this right before you start using the app, especially if
you are using it for legal purposes. When somebody signs and saves the record,
the wording they agreed to is copied onto the record, so it is important that the
wording be right before you start taking signatures.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
Connecting to a Parent Object
By default Signatures are stand-alone, but you can connect them to any object like
Contracts, Orders, Cases or any other object. Instructions to do so are below using the
Contact object as an example:
1) Make sure you are in the “Classic” web version of Salesforce, with Admin
permissions.
2) At the top-right of the page click on Setup à Create à Objects and then click
on Signature.
3) In the Fields section, press the New button and create a Lookup field to the
object you want to have as the Signature parent. (You can do more than one.)
Contact is already done for you.
4) Now scroll down to the Buttons, Links and Actions section, and click on the
New Button or Link button.
5) Enter “New Signature” for the Label and then select List Button as the Display
Type (and unselect the Display Checkboxes option).
6) For the Behavior you can select what you think is best, and for the Content
Source, choose URL. Your screen should be something like this:
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
7) Now, for the actual URL, you must customize it depending on the parent object
that you selected. If you are using Contacts, then the URL would be this:
/apex/signature__Signature?parentid={!Contact.Id}&backtoparent=1 8) The {!Contact.Id} part is what needs to be customized for each object.
9) The &backtoparent=1 is optional and means that after signing the form, the
user will be taken back to the parent object after signing. If this is omitted, then
the user is left on the newly created signature record.
10) Save the Button.
11) Now go to Setup à Customize à Contacts à Page Layouts. (Note: if you
selected a different object as the parent, then go to the page layouts for that
object, not for Contacts.)
12) Click the Edit button next to the Page Layout that you want to add the Signature
functionality to. (Note: You might need to do this several times, depending on
how many Page Layouts you are using.)
13) Go to “Related Lists” and drag down the Signatures related list onto the layout.
14) Edit the Signature related list to remove the standard “New” button and Add the
new button you just created. Save the Layout and test it out.
You are done! Happy Signing!
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
3
Chapter
Usage Example
A typical usage once Simple Signature has been configured
T
he following example scenario assumes that you are collecting video testimonials
for a product at an event, and using Simple Signature as a legal release form so
that you can use videos collected in future marketing efforts.
1) The first step is to actually take the video on your mobile phone or device.
This should be done through whatever standard process you currently use
and save the video on your device.
2) Open Salesforce1 on your mobile device.
3) Press the menu icon and then select “Sign” from the menu options.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
4) Once the release form comes up, hand the mobile device to the person in the
video, and ask them to fill it out.
5) Once the person fills out his/her name, they can sign with their finger, and
then press the “Save Signature” button. This will save the signature and take
them to a page showing what they’ve signed. At this point take the device
back.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
6) Now, you can press the File icon at the bottom, right of the screen.
7) When asked which file you want to attach, select “Pick from Camera Roll”
on an iPhone, or something similar on a different device.
8) Choose the video that
you took earlier, and
then type in any notes
for that video. Once
done, press Submit.
S I M P L E
S I G N A T U R E
F O R
S A L E S F O R C E . C O M
9) After the file finishes uploading,
you can click onto the Feed tab
and you will see it there. At this
point it is saved in Salesforce and
can be clicked on and downloaded
from the mobile Salesforce1 or
from the regular web version of
Salesforce.
•
Note: The signature page can only be
printed from the web version of Salesforce.
To do so, click on the “Signatures” tab,
find the signature, and then press the
“Print” button. This will open a new
page that can be printed.