Salesforce Object and Field Permissions

Caution

In order to complete setup, the service account must be part of the permission set for the custom object.

After you install and configure your Sertifi for Salesforce app, it's important to assign the correct object permissions to your users.

Salesforce Classic object permissions

If you use Salesforce Classic, and you're an admin for your Salesforce account, you can assign the appropriate object permissions for your users. To assign permissions in Salesforce Classic:

Navigate to Setup > Administration Setup.
Select Profiles under Manage Users.
Select Edit next to the user profile you want to update with the appropriate object permissions.
Navigate to Custom App Settings.
Select Visible for Sertifi E-Sign for Salesforce.com to enable the user profile to view the Sertifi EContract object in Salesforce.

Navigate to Custom Object Permissions, and configure the following Sertifi Objects as you see fit. However, note that all Objects require specific permissions for the Read, Create, and Edit functions to be enabled.

Choose whether to give Read, Create, Edit, Delete, View All, and/or Modify All access to the following Sertifi Objects:

	Read	Create	Edit	Delete	View All	Modify All
EContractActivities	Required	Required	Required	Optional	Optional	Optional
EContractParameters	Required	Required	Required	Optional	Optional	Optional
EDocuments	Required	Required	Required	Optional	Optional	Optional
Payments Note In order to use surcharging, admins will need to either manually enable the Surcharging field for each user that requires access, or to create a new Permission Set for the Surcharging field.	Required	Required	Required	Required	Optional	Optional
Sertifi EContracts	Required	Required	Required	Required	Optional	Optional
Signers	Required	Required	Required	Required	Optional	Optional
Sertifi DataMap (for Sertifi SEM)	Required	Required	Required	Optional	Optional	Optional
Sertifi DataMap Item (for Sertifi SEM)	Required	Required	Required	Optional	Optional	Optional
Booking	Required	Required	Required	Required	Optional	Optional

Save the updated settings.
Navigate to Enabled Apex Class Access.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Apex Classes start with Sertifi2_0 or Sertifisem.
Navigate to Enabled Visualforce Page Access.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Visualforce Pages start with Sertifi2_0 or Sertifisem.
Navigate to Custom Setting Definitions.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Custom Settings start with Sertifi2_0.

Salesforce Lightning Object Permissions

If you use Salesforce Lightning, and you're an admin for your Salesforce account, you can assign the appropriate object permissions for your users. To assign permissions in Salesforce Lightning:

Navigate to Setup > Administer > Manager Users > Profiles.
Click the profile name you want to update with the appropriate object permissions.
Navigate to Apps.
Select Visible for Sertifi E_Sign for Salesforce.com.
Navigate to Object Settings.

Click Edit next to each of the following object names, and ensure all Object Permissions are Enabled, and all field permissions have Edit access:

	Read	Create	Edit	Delete	View All	Modify All
EContractActivities	Required	Required	Required	Optional	Optional	Optional
EContractParameters	Required	Required	Required	Optional	Optional	Optional
EDocuments	Required	Required	Required	Optional	Optional	Optional
Payments	Required	Required	Required	Required	Optional	Optional
Sertifi EContracts	Required	Required	Required	Required	Optional	Optional
Signers	Required	Required	Required	Optional	Optional	Optional
Sertifi DataMap (for Sertifi SEM)	Required	Required	Required	Optional	Optional	Optional
Sertifi DataMap Item (for Sertifi SEM)	Required	Required	Required	Optional	Optional	Optional

Click Save.
Navigate back to the profile.
Navigate to Apex Class Access.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Apex Classes start with Sertifi2_0 or Sertifisem.
Navigate to Visualforce Page Access.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Visualforce Pages start with Sertifi2_0 or Sertifisem.
Navigate to Custom Setting Definitions.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Custom Settings start with Sertifi2_0.

Required Field-level Permissions

ContractContactJunction__c Fields

Field Name	API Name	Required Access Level
Apply Signature	`Sertifi2_0__Apply_Signature__c`	Read and Edit
Contact	`Sertifi2_0__Contact__c`	Read and Edit
Created By	`CreatedById`	Read Only
Email	`Sertifi2_0__Email__c`	Read and Edit
Email	`Sertifi2_0__Signer_Email__c`	Read and Edit
Id Check	`Sertifi2_0__Id_Check__c`	Read and Edit
Last Modified By	`LastModifiedById`	Read Only
Sertifi-EContract	`Sertifi2_0__TestContract__c`	Read and Edit
Signer	`Name`	Read and Edit
Signer Level Name	`Sertifi2_0__Level_Name__c`	Read and Edit
Signer Order	`Sertifi2_0__Signer_Order__c`	Read and Edit

EContractActivity__c Fields

Field Name	API Name	Required Access Level
Activity	`Sertifi2_0__Activity__c`	Read and Edit
ActivityTime	`Sertifi2_0__ActivityTime__c`	Read and Edit
Comments	`Sertifi2_0__Comments__c`	Read and Edit
Created By	`CreatedById`	Read Only
Details	`Sertifi2_0__Details__c`	Read and Edit
EContractActivity Name	`Name`	Read and Edit
EDocument	`Sertifi2_0__EDocument__c`	Read and Edit
IPAddress	`Sertifi2_0__IPAddress__c`	Read and Edit
Last Modified By	`LastModifiedById`	Read Only
Payment	`Sertifi2_0__Payment__c`	Read and Edit
TestContract	`Sertifi2_0__TestContract__c`	Read and Edit
User	`Sertifi2_0__User__c`	Read and Edit

Payment__c Fields

Field Name	API Name	Required Access Level
Allowed Pay Methods	`Sertifi2_0__AllowedPayMethods__c`	Read and Edit
Amount	`Sertifi2_0__Amount__c`	Read and Edit
Amount Received	`Sertifi2_0__Amount_Received__c`	Read and Edit
Amount Requested	`Sertifi2_0__Amount_Requested__c`	Read and Edit
Bank Account Type	`Sertifi2_0__BankAccountType__c`	Read and Edit
Bank Name	`Sertifi2_0__BankName__c`	Read and Edit
Bank Routing Number	`Sertifi2_0__Bank_Routing_Number__c`	Read and Edit
Card Expiration Month	`Sertifi2_0__Card_Expiration_Month__c`	Read and Edit
Card Expiration Year	`Sertifi2_0__Card_Expiration_Year__c`	Read and Edit
Card Type	`Sertifi2_0__Card_Type__c`	Read and Edit
City	`Sertifi2_0__BillingCity__c`	Read and Edit
Country	`Sertifi2_0__BillingCountry__c`	Read and Edit
Created By	`CreatedById`	Read Only
Description	`Sertifi2_0__Description__c`	Read and Edit
Due Date	`Sertifi2_0__DueDate__c`	Read and Edit
EDocument	`Sertifi2_0__EDocument__c`	Read and Edit
Email	`Sertifi2_0__BillingEmail__c`	Read and Edit
Error Message	`Sertifi2_0__Error_Message__c`	Read and Edit
Gateway Name	`Sertifi2_0__Gateway_Name__c`	Read and Edit
Gateway Token Id	`Sertifi2_0__GatewayTokenId__c`	Read and Edit
Identifier	`Sertifi2_0__Identifier__c`	Read and Edit
IP Address	`Sertifi2_0__PayerIP_Address__c`	Read and Edit
Last Four	`Sertifi2_0__Last_Four_`_c	Read and Edit
Last Modified By	`LastModifiedById`	Read Only
Name on Card/Account	`Sertifi2_0__Name_on_Card__c`	Read and Edit
Operation	`Sertifi2_0__Operation__c`	Read and Edit
Payment Method	`Sertifi2_0__PaymentMethod__c`	Read and Edit
Payment Name	`Name`	Read and Edit
Postal Code	`Sertifi2_0__BillingPostal_Code__c`	Read and Edit
Received Date	`Sertifi2_0__Received_Date__c`	Read and Edit
Recurrence	`Sertifi2_0__Recurrence__c`	Read and Edit
Sertifi EContract	`Sertifi2_0__EContract__c`	Read and Edit
SertifiID	`Sertifi2_0__SertifiID__c`	Read and Edit
State	`Sertifi2_0__BillingState__c`	Read and Edit
Status	`Sertifi2_0__Status__c`	Read and Edit
Street Address 1	`Sertifi2_0__BillingStreet_Address_1__c`	Read and Edit
Street Address 2	`Sertifi2_0__BillingStreet_Address_2__c`	Read and Edit
Surcharge This Payment	`Sertifi2_0__Surcharge_This_Payment__c`	Read and Edit
Use Automatic Rules	`Sertifi2_0__Use_Automatic_Rules__c`	Read and Edit

TestContract__c Fields

Field Name	API Name	Required Access Level
Account	`Sertifi2_0__Account__c`	Read and Edit
Authorized	`Sertifi2_0__Authorized__c`	Read and Edit
Case	`Sertifi2_0__Case__c`	Read and Edit
Confirmation Number	`Sertifi2_0__Confirmation_Number__c`	Read and Edit
Contact	`Sertifi2_0__Contact__c`	Read and Edit
Contract	`Sertifi2_0__Contract__c`	Read and Edit
ContractID	`Sertifi2_0__ContractID__c`	Read and Edit
Created By	`CreatedById`	Read Only
CustomLinkID	`Sertifi2_0__CustomLinkID__c`	Read and Edit
Declined	`Sertifi2_0__Declined__c`	Read and Edit
Email Invite	`Sertifi2_0__Email_Invite__c`	Read and Edit
Event Date	`Sertifi2_0__Event_Date__c`	Read and Edit
Expiration Date/Time	`Sertifi2_0__Expiration_Datetime__c`	Read and Edit
Expired	`Sertifi2_0__Expired__c`	Read and Edit
File Name	`Name`	Read and Edit
File Name	`Sertifi2_0__File_Name__c`	Read and Edit
Last Modified By	`LastModifiedById`	Read Only
Lead	`Sertifi2_0__Lead__c`	Read and Edit
Message	`Sertifi2_0__Message__c`	Read and Edit
Open	`Sertifi2_0__Open__c`	Read and Edit
Opportunity	`Sertifi2_0__Opportunity__c`	Read and Edit
Owner	`OwnerId`	Read and Edit
Paid	`Sertifi2_0__Paid__c`	Read and Edit
Partially Signed	`Sertifi2_0__Partiall__c`	Read and Edit
Payment Errors	`Sertifi2_0__Payment_Errors__c`	Read and Edit
Redirect On Signing Page Action	`Sertifi2_0__Redirect_On_Signing_Page_Action__c`	Read and Edit
Refunds	`Sertifi2_0__Refunds__c`	Read and Edit
Settings	`Sertifi2_0__Settings__c`	Read and Edit
Signed	`Sertifi2_0__Signed__c`	Read and Edit
Sign Type	`Sertifi2_0__Sign_Type__c`	Read and Edit
Unpaid	`Sertifi2_0__Unpaid__c`	Read and Edit
View Stream	`Sertifi2_0__LandingPageLink__c`	Read and Edit