NOTE: This integration is in private beta. To inquire about access to the beta, reach out to us at [email protected].

Getting the Common Paper Salesforce integration up and running is pretty quick and painless. Here are step by step instructions.

Follow the link sent by our team to install the application. It will bring up this screen inside of your Salesforce instance.

Choose Install for All Users and check the acknowledgement checkbox.

Then click Install.

This modal will appear, which lets you know that our application will be making encrypted API calls to Common Paper to retrieve your agreement information. Check the box to grant access and click Continue.

This will begin the installation process which may take a few minutes. In some cases, you may receive a message that the install is taking longer than expected, and that you'll receive a notification when it's finished. This is normal.

Once it's complete, the Common Paper Salesforce package will be listed in your Installed Packages.

Now that it's installed, you can move on to configuring the app.

To be able to add the Common Paper app to your Contacts, Opportunities and Accounts, you'll first need to have the Common Paper Admin permission set added to your account.

Go to Setup, and then under Administration expand Users and choose Permission Sets.

Click on Common Paper Admin, and on the next screen choose Manage Assignments.

Click Add Assignment on the far right.

This should list all of your users. Choose the ones you want to include as Common Paper Admins. Ideally, this users should all have access to Common Paper as well.

Click Next, and then on the resulting screen click Assign (at the very bottom right.)

In Common Paper, navigate to Integrations and click the Generate API Key in the Salesforce Integration.

Copy the key that's given to you and hold on to it, as you'll need to put it into Salesforce shortly.

Back in Salesforce under the App Launcher, search for Common Paper. Click on Common Paper Config.

Add the API Key from Common Paper to the component and click Save Key.

The app can now make API calls to Common Paper.

The final step is to add the component to your Contacts, Accounts and Opportunities.

To start, we'll use Contacts, but the process is the same for all three. Navigate to Contacts and click into an individual record.

Once there, under the Setup menu, choose Edit Page.

On the left panel, you'll see all the Components that you can add. Scroll down until you see a section for Custom.

Drag the List of Agreements component onto your page, wherever you would like it to show.

Click Save. You may get a popup about activation - click Activate.

You may get an additional modal regarding assigning the page as an Org Default. Choose Assign as an Org Default unless you are confident choosing another option.

The Component is now configured! Repeat the process for Accounts and Opportunities.