Salesforce

Getting started

• Scrive for Salesforce
• Installation
• Assign Scrive administrator privileges
• Sign in to Scrive
• Register users
• Monitor Scrive Callback status

Configuration

• Integration with Scrive
• Custom Settings
• Custom Objects

Scrive document template & field mapping

• Templates overview
• Setting up field mapping

Scrive process template

• Scrive Process Template Overview
• Main document
• Scrive Document Parties
• Field mappings
• Attachments
• Custom button

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Scrive administration

• Configure additional objects
• Salesforce/Scrive user monitoring
• Scrive Document history

Reports and dashboard

• Scrive Metrics Dashboard
• Reports and dashboard locations

Examples: common use cases

• Sending a Scrive document from Opportunity (using process template)

Apex configuration

• Apex configuration overview
• Main variables and methods
• Apex example 1: Sending a document created from a given process template for a given record
• Apex example 2: Creating Scrive document from Scrive template
• Apex example 3: Sending Scrive document from Scrive template with addition of signing party
• Apex example 4: Sending a Scrive document from trigger’s event

Creating Scrive document from URL

• Creating Scrive Document from URL: Overview
• Document parameters
• Party parameters
• Attachment parameters
• Example: Set up one-click document generation (create from URL)