Enabling Real Time Updates in Salesforce Classic — Classic

Enabling Real Time Updates in Salesforce Classic

This is the final step in completing your Salesforce installation, and it requires Corporate Admin access to the Sertifi portal. If necessary, contact your Customer Success Manager to identify the Corporate Admin at your organization, or contact Sertifi Support.

We recommend enabling real time updates so your file sends are automatically pushed to your Sertifi portal for storage.

To enable real time updates:

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

2. Navigate to  Administration > Account Settings > Real Time Updates.

3. Change the update type to Salesforce OAuth2.

4. Enter an email address in the Failure Notification Email field. If you have an integration user account, please use this account’s email.

   

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

6. Enter your Salesforce credentials. If you have an integration user account, please use this account’s credentials.

7. Click Allow.

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