Deployment Guide

The information in this section pertains to version 5.0 of OneSpan Sign Embedded Integration for Salesforce. In addition to these configurations, you must also perform the procedures described in Basic Permission Set Configurations If you are co...

Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask i...

To create a new Salesforce user, and give them access to OneSpan Sign Embedded Integration for Salesforce: Log in to the relevant Salesforce.com organization as a System Administrator. In the top menu, click the Setup icon, and then Setu...

To enable an existing Salesforce user to access OneSpan Sign Embedded Integration for Salesforce: Log in to the relevant Salesforce.com organization as a System Administrator. In the top menu, click Setup . In the Administration secti...

If you are a OneSpan Sign Admin, you should also be a Salesforce System Administrator. If so, you can always access the OneSpan Sign option in the Salesforce.com App Menu. The following procedure describes how to enable that functionality for: ...

You must access OneSpan Sign Embedded Integration for Salesforce before connecting to a production account. Log into OneSpan Sign Embedded Integration for Salesforce Classic Log into OneSpan Sign Embedded Integration for Salesforce Lightning ...

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...

The following procedure describes how to manually configure certain parameters that are configured automatically when you install or upgrade OneSpan Sign Embedded Integration for Salesforce. These settings include, but are not limited to: Allowi...

To uninstall the OneSpan Sign Embedded Integration for Salesforce application, there are two procedures: Remove permission sets assigned to users. This step is only necessary if permission sets have been assigned to Salesforce users. Uninsta...

This topic describes how to upgrade to the latest version of OneSpan Sign Embedded Integration for Salesforce (version 5.0 and higher). If your installed version is 3.x or 4.x, you must begin by upgrading to 4.12. If your installed version is 4.12...