Salesforce Classic

Requirements:

• Salesforce Classic organization with admin privileges (required for package installation).
• A PDFfiller account.

Installation

Follow these steps to add DaDaDocs to your Salesforce Classic organization.

1. On your Salesforce Classic homepage go to the main menu in the upper right and select AppExchange from the dropdown menu.

2. Log in to the AppExchange if prompted.

In case if you can not log in to the AppExchange via the pop-up, go to the AppExchange main page directly using this link and log in with your Salesforce credentials.

3. In the search field type DaDaDocs and click the search icon or click Enter. Select DaDaDocs by PDFfiller from the results below.

4. Click Get it Now.

5. In the next window, select Install in Production.

6. Read the terms and conditions on the corresponding link and agree by ticking the I have read and agree to the terms and conditions checkbox, then click Confirm and Install.

7. On the next page select Install for All users and click Install.

8. Tick the Yes, grant access to these third-party websites checkbox and click Continue (this is required to connect your DaDaDocs application with PDFfiller).

Configuration

Easily authorize an administrator account in DaDaDocs without leaving your Salesforce organization. Configure the DaDaDocs application to work with your Salesforce Classic organization and grant DaDaDocs access to multiple users at once, no additional authorization needed. Specify which object layouts to launch DaDaDocs from and adjust other feature-specific settings in just a few clicks.

The steps below will guide you through the process of authorizing an administrator account in DaDaDocs, connecting users to your DaDaDocs application and configuring DaDaDocs with your Salesforce Classic organization.

Authorization

Instantly authorize with your DaDaDocs account or create a new administrator account in a few simple steps.

1. In the main menu, go to the Admin Tools tab to access settings.

2. In the next window, navigate to the Authorization tab to authorize DaDaDocs with your Salesforce organization.

If you already have an admin account for DaDaDocs, you will see a notification.

Log in to DaDaDocs with an existing account or create a new one. To create a new DaDaDocs account, click Sign Up in DaDaDocs at the bottom of the authorization page.

3.Once you’ve logged in to DaDaDocs, the Allow Access window will open. Click Allow to proceed.

4. On the next page, click Authorize to authorize DaDaDocs to access your PDFfiller account.

That’s it! Your PDFfiller account is now authorized with DaDaDocs.

You will be automatically redirected to the Users tab. Now you can easily add users to your DaDaDocs application in just a few clicks.

Users

Easily manage licenses of your organization’s users and grant them access to your DaDaDocs application in just a few clicks.

1. To do so, select the checkboxes next to the names of the users you want to grant access to. Then, click Activate on the right.

To grant access to all users in the list, select the checkbox next to Full name in the upper left corner and click Activate.

Sort users by their license or profile by clicking the Show users dropdown at the top.

To deactivate active users, select the checkboxes next to users and click Deactivate on the right.

Alternatively, hover over the line with user details and click the Deactivate button.

Layouts

In this tab you can specify which layout to launch the DaDaDocs application from. Easily add the Use DaDaDocs button to one layout or several.

1. To add the Use DaDaDocs button to your Salesforce object page, click the slider next to the desired object layout.

If needed, sort layouts by their type such as active or inactive by clicking the Show layouts dropdown on the top.

Once you’ve selected your layout(s), click Save changes on the right.

To add the Use DaDaDocs button to all layouts in the list, select Show in all layouts, then click Save changes.

By clicking Hide from all layouts, the DaDaDocs button will be automatically removed from selected layouts. Click Save changes to save your settings.

Settings

In this tab, you can enable or disable particular application features as well as connect your DaDaDocs application to cloud storage services.

In the Feature specific settings section, check or uncheck required boxes and click Save Changes.

In the Cloud storage integration section, click Add cloud storage, if you’d like to integrate any cloud storage services with DaDaDocs.

In the Prepare uninstall section, you can prepare your DaDaDocs package for uninstallation. Clicking the Wipe settings button automatically removes all package settings.

DaDaDocs is now configured and ready for use.

Go to the object(s) that you’ve added the Use DaDaDocs button to, then choose the record you want to start using DaDaDocs with. On the Salesforce object record page, click the Use DaDaDocs button.

The DaDaDocs application is now ready for use with your Salesforce Classic organization.

If you cannot access the Admin Tool, refer to the Troubleshooting section of this guide (Fail to Access Admin Tools).

Note! If you are using Internet Explorer, there’s an extra step to configure the DaDaDocs package.

Go to Internet Options in Internet Explorer and select the Security tab. In the Security level for the zone section click Custom level. The Security Settings - Internet Zone window will appear.

Scroll about a third of the way down to Miscellaneous and in Access data sources across domains select Enable.

Click OK and in the Internet Options window click Apply to save changes.