Enabling Real Time Updates — Classic

Enabling Real Time Updates

Note

This step requires Super Admin-level access to your Sertifi portal. If you haven't already, contact your Customer Success Manager to create you as a Super Admin, or contact [e-mail] to make this request.

By enabling real time updates, your sent files are automatically pushed to your Sertifi portal for storage.

To enable real time updates:

1. Log in to your Sertifi Portal using the URL you created when setting up your app in Salesforce.

2. Click Administration > Real Time Updates.

3. Change the update type to Salesforce OAuth2.

4. Enter an email address in the Failure Notification Email field.

5. Select the Instance type, and then click Connect. A new tab opens.

   

6. Enter your Salesforce credentials.

7. Click Allow.

Note

When you first log in to your Amadeus account in Salesforce after setting up real time updates, you'll receive a prompt asking you to allow Sertifi access. Click Allow to finish the setup.

You’ve successfully installed and set up your Sertifi app for Salesforce. You’re taken back to your Sertifi Portal and now see a green bar stating Connected.