Propper for Salesforce Beta - Quick Setup Reference

Propper for Salesforce includes Propper Sign (eSignature) and Propper Gen (document generation). This is the quick reference; for full detail see the Setup Guide.

Installation

Beta packages cannot be installed in a production org. Install in a Developer Edition org, a sandbox, or a scratch org. Production requires a released version.

Developer Edition Orgs

Install Package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg50000009XmLAAU
Access Setup Wizard: App Launcher > "Propper Setup"

Sandbox Orgs

Install Package: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tg50000009XmLAAU
Access Setup Wizard: App Launcher > "Propper Setup"

Scratch Orgs

Get Instance URL: Use sf org display --target-org [your-scratch-org-alias] to get the Instance URL
Install Package: Replace login.salesforce.com with your scratch org's instance URL:
```
https://[your-instance-url]/packaging/installPackage.apexp?p0=04tg50000009XmLAAU
```
Access Setup Wizard: App Launcher > "Propper Setup"

Note: The package ID is the same for all org types; only the domain changes for scratch orgs.

Setup Wizard Steps

The wizard walks through nine steps. Optional steps can be skipped and revisited later.

✅ Step 1: Welcome

A quick overview of what the wizard configures.

✅ Step 2: Permissions

Admin Users: assign Propper_Admin (manages all Propper products)
Standard Users: assign Propper_User (Sign and Gen for end users)
Use "Add myself as Admin" if you do not yet hold admin access.

✅ Step 3: Connect to Propper

Connect your org to Propper using OAuth. There are no API keys to copy.

✅ Step 4: Add to Record Pages

Add the Propper components to your record pages. Optional: a Quick Action is also available, and this step can be skipped.

✅ Step 5: Send Configuration Setup

Define how agreements are sent: object, template, and recipients.

✅ Step 6: Post-Signature Progression

Optionally move records forward automatically after signing. Can be skipped.

✅ Step 7: Agent Add-On

Optional Agentforce add-on for conversational sending and status. Requires Agentforce and the Propper_Agent permission set.

✅ Step 8: Activate Flows

Turn on the automation flows for your objects.

✅ Step 9: Complete

Review your setup summary.

Manual Setup Checklist

Connect to Propper

App Launcher > Propper Setup > Connect to Propper
Connect with OAuth (no API keys to enter)

Permission Sets

Setup > Permission Sets > Propper_Admin / Propper_User / Propper_Agent > Manage Assignments
Add the appropriate users

Record Page Configuration

Setup > Lightning App Builder > Edit Record Pages
Add the Propper agreement component to the desired record pages
Configure component settings and activate pages

Generate a Document (Propper Gen)

Generate a document from a template on a record, with the record's data merged in. Needs a template set up by your admin (scoped to the object, tags mapped to fields) and the "Generate Document" action on the record page. The full guide has screenshots.

Open a record (Account/Contact/Lead/Opportunity/Case) > Generate Document
Pick a template > review the field mapping
(Recommended) Preview document > Generate Document
The PDF is saved to the record's Files
Send for signature (if the template has signature fields) > map recipients > send

Quick Test

Create test record (Account/Contact/Opportunity)
Add contact information (Name, Email)
Click "Send for Signature" action
Select a Send Configuration and send a test agreement
Verify email delivery and the signing process
Check agreement status on the record via the Propper component
Generate a document from a template to test Propper Gen

Common Issues

Issue	Quick Fix
Cannot load templates	Confirm the OAuth connection (re-run Connect to Propper in the wizard)
"insufficient_scope" on Check connection	Expected false alarm: if "Connected as ..." shows and templates load, you are connected
Users cannot access components	Verify permission sets are assigned
Send Configurations do not appear	Complete Send Configuration Setup for the object
Email not delivered	Check recipient field mappings
Agreement info not showing	Add the Propper agreement component to the record page

Support

Setup Wizard: Use for guided configuration
Propper Admin: Check connection status and configuration
Full Documentation: See Propper for Salesforce Beta Setup Guide

Next Steps

Test the integration with sample documents
Create additional Send Configurations for different processes
Map Send Configurations to your objects
Add the Propper agreement component to relevant record pages
Train users on the new functionality