Installing OneSpan Sign Embedded Integration for Salesforce

If you are using OneSpan Sign Embedded Integration for Salesforce in the Salesforce Console App additional steps are required. See Using OneSpan Sign Embedded Integration for Salesforce in the Salesforce Console App

Prerequisites

• OneSpan Sign Embedded Integration for Salesforce is already installed in a Salesforce production environment, or this procedure will install it for the first time in such an environment.

• You have a OneSpan Production account.

  If the connector is installed in a Salesforce production environment, it will work only with a OneSpan Production account.

Action

To install OneSpan Sign Embedded Integration for Salesforce for the first time, or to upgrade to the current version from a previous version:

1. Open a web browser, and navigate to https://appexchange.salesforce.com.

2. Using the search field at the top of the page, search for OneSpan Sign.

3. Click the OneSpan Sign Embedded Integration for Salesforce app, and then click Get It Now.

4. Click Log in to the App Exchange, and enter your Salesforce login credentials.

5. Click Install in production. An Almost there! screen appears.

6. Select the I have read and agree to the terms and conditions box.

7. Click Confirm and Install.

8. On the screen that appears, enter the username of your Salesforce production account. One of the following happens:

   • If you are installing the application for the first time, the Package Installation Details page appears.

   • If you are upgrading the application from a previous version, the Package Upgrade Details page appears.

9. If you are installing the application for the first time:

   1. Review the installation details, then click Continue. An Approve Third-Party Access dialog box opens.

   2. Select the Yes, grant access to these third party web sites box, and click Continue. An Approve Package API Access page appears.

10. Review the displayed information, and click Next. A Choose security level page appears.

11. Select Install for Admins Only, and click Next. A Package Transaction page appears.

12. Click Install. The OneSpan Sign Installed Package Details page appears, enabling you to review the application details.

    • If you are installing the application for the first time, you have only one Salesforce license. For additional licenses, contact your OneSpan Sign CSR (Customer Satisfaction Representative).

    • If you are upgrading from a previously installed version of the application, your previous active licences remain valid.

13. After the installation is complete, click Manage Licenses to ensure that your Salesforce licenses are assigned to the right users.

    Salesforce users will not be able to use OneSpan Sign Embedded Integration for Salesforce until they are assigned a Permission Set.

Using OneSpan Sign Embedded Integration for Salesforce in the Salesforce Console App

If you use OneSpan Sign Embedded Integration for Salesforce in a console app, you must add the OSS environment URL to the Trusted URLs in Salesforce.

To add the OSS environment URL to the Trusted URLs in Salesorce:

1. Navigate to Setup.

2. Search for Trusted URLs.

3. Click New Trusted URL.

4. Add your connected OneSpan Sign environment URL. The trusted URL must include the domain name. For example, https://sandbox.esignlive.com. To reduce repetition, you can use the wildcard character * (asterisk). For example, https://*.esignlive.com.

5. In the CSP Directives section select frame-src (iframe content).

6. Save your settings.

If the settings didn't take effect immediately, try accessing your Salesforce org from an incognito browser.