Salesforce: Installation and Configuration Guide

The short answer: This guide walks Salesforce administrators through installing the Notarize with Proof package and configuring webhook events. You'll need Salesforce administrator permissions, an active Proof account, and API access enabled before starting.

If you want to configure the integration for testing instead of production, review the Salesforce: Set Up API for Testing article first.

Installation Requirements and Overview

Ensure you have an active Proof contract and API access enabled before beginning — you will need an API key to proceed.

Throughout this guide, you will navigate within Salesforce Setup using the Quick Find search box to access the required configuration sections.

This process requires several configuration steps:

• Install the Notarize with Proof package
• Configure a site for webhook events
• Configure API credentials and package setup
• Configure Lightning components and permission sets

Install the Notarize with Proof Package

1. Navigate to the Proof AppExchange listing and click Get it Now.
2. Log in to your Salesforce account and choose which set of users should receive access to the app.

3. Select the installation access level.

   • Install for Admins Only is recommended because it allows administrators to control access and permissions after installation.
   • For additional details, review the Salesforce Package Installation documentation.

   

4. Check the box in the Approve Third-Party Access pop-up window.

   • This allows data to move securely between Salesforce and Proof.

   

5. Click Continue to start the package installation.

Set Up a Site for Webhook Events

For Proof to send transaction updates back into Salesforce, a webhook must be configured on a public Salesforce Site. The Site Guest User assigned to the site must have the Notarize with Proof API User Permission Set assigned.

1. Navigate to: Setup > User Interface > Sites and Domains > Sites

   

2. Click New to create a new site.

   • If a domain has not yet been configured, first set up a new site domain.

   

3. Enter the required site details:

   • Site label
   • Site name
   • Active site home page

4. Click Save.

   

5. Click Activate.

   

6. Once the site is active, click Public Access Settings.

   

7. Click View users.

   

8. Select the Site Guest User.

   

9. Scroll to Permission Set Assignments and click Edit Assignments.

   

10. Add the Notarize with Proof API User Permission Set to the Enabled Permission Sets list.
11. Click Save.

Summary Checklist

• I have Salesforce administrator permissions, an active Proof account, and API access enabled.
• The Notarize with Proof package has been installed from AppExchange with third-party access approved.
• A public Salesforce Site has been created, activated, and the Notarize with Proof API User Permission Set assigned to the Site Guest User.

Updated June 25, 2026 14:46