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Salesforce - Installation & Setup

Updated over 3 weeks ago

Prerequisite

Before going on Step 2, make sure you have define if you want to generate project automatically or manually.

  • If automatically at which opportunity stage ?

  • If manually at which contract stage (draft or signed) ?

Before going on Step 3, make sure you have define which data you want to map between the two softwares.

Salesforce administrators :

1. Widget installation (15 min)

⚙️ Install and configure the widget (3 min)

​

Go to the installation URL :

Define for which users you want this application to be installed :

  • Our recommendation here is to install it for Admins Only or Specific Profiles if all admins cannot access to the widget configuration.

🗒️ Configure your page layout (3 min)

Once the installation is completed, define where you want the Tomorro component to be displayed.

You can add it on Opportunity, Account or Case pages.

Here, we will show how to install it for the Opportunity page, but you can follow the same step to add it to the Account page:

  • Go to Set up > Object Manager > Opportunity > Lighting Record Pages

  • Select the Page Layout you want to edit and click on "Edit".

  • On the Lighting App Builder, search for the Component "Tomorro - Create and track contract" and drag and drop it where you want it to be displayed in your page. Then click on "Save".

✔️ Check API Settings (3 min)

1 - Custom settings (Setup > Custom code > Custom settings)

At the "Default Organisation Level Value" check if

  • App url = https://app.tomorro.com

  • Api url = https://api.tomorro.com

If not : create a new one (always use green box and not red one) ⚠️

2 - Remote Site settings (Setup > Security > Remote site settings)

At the "Tomorro" line check if

  • Remote site url = https://api.tomorro.com
    ​and not https://api.gotomorro.com ⚠️

3 - Admin users installing the widget

Make sure that admin users installing the widget have the "Approve Uninstalled Connected Apps" permission in their profile.

👨‍👩‍👧‍👧 Configure the permissions rights (3 min)


​In order to enable people using Tomorro within Salesforce, you have to give them permissions.

  • For this go to the Setup page > Permissions sets

Tomorro Admin

This permission set should be granted to any person that need to configure the Tomorro application within Salesforce.

  • Click on Tomorro Admin in the list of Permissions sets.

  • Then click on Manage Assignment > Add Assignment and select users who should access the Tomorro configuration.

    Do not set up any expiration date.
    ​

Tomorro user

This Permission Set should be granted to any user who should be able to create and generate projects on Tomorro from Salesforce.

🔌 Connect Salesforce from Tomorro (3 min)

Go on Tomorro and connect to Salesforce by using the green button.

Do not forget to check "use sandbow instance" if you want to connect to your Salesforce sandbox environement.

🚗 [OPTIONAL] Setting up "automatic generation" (30 min)

‼️ This following steps are needed only if you want to generate contract automatically.

Step 1 : Connect a master account

  • Getting your Tomorro API key
    ​

    In order to connect your Tomorro account to Salesforce, you need to get your API key.

    • Connect to Tomorro > Go to My account > Integration > Click "Manage integration" on the API banner
      ​

    • Then click on "Generate an API key" if you haven't generated one at the moment. And copy it.

  • Go to the Tomorro Configuration on Salesforce

    • Go to the page “Tomorro Configuration” on Salesforce.
      ​

      ​

    • On Salesforce, paste the API key. All users on Salesforce will be automatically able to generate contracts on Tomorro, and won’t need to connect manually by themselves

Step 2 : Authorize access to Metadata API

To create or update Tomorro triggers configurations you need to authorize the access to your organization to create triggers dynamically. Here is the step for an admin on the organization, this is only a one-time configuration.

  1. Setup → Certificate and Key Management

    • Create a Self Signed Certificate

    • Name it Tomorro Metadata Certificate

    • Download the certificate for later

  2. Setup → App Manager
    ​

    • Create a Connected App

    • Name it Tomorro Metadata App

    • Enable OAuth Settings
      The callback URL is https://login.salesforce.com/
      Select "Use Digital Signatures"
      ​Upload the certificate Tomorro Metadata Certificate from earlier

    • Select the scopes api and refresh_token

    • Save and accept the warning about the time delay

    • If you made a mistake and have to re-enter details check that your certificate is not forgotten. You may need to re-upload it.
      ​

  3. Setup → Manage Connected App
    ​

    • Select the app you have just created

    • Edit Policies

    • Update the Permitted Users: Admin approved users are pre-authorized

    • Save
      ​

  4. App Manager → Your new connected app
    ​

    • View the connected app

    • Manage Consumer Details

    • Complete the two-factor authentication process

    • Copy the Consumer Key and save it for later

  5. Setup → Users → Permission sets
    ​

    • Create a new Permission Set

    • Rename and Save a new Permission Set

    • Select Assigned Connected Apps

    • Under Assigned Connected Apps select your new Connected App Tomorro Metadata App and save

    • Assign the Permission set to users who should be enable to configure the Tomorro Triggers Manage assignements >

  6. Configure the Tomorro application

    • Go to Tomorro Configuration tab
      ​

    • Paste the Consumer Key into the field API Connected App Client Key

    • Enter the unique name of the certificate Tomorro_Metadata_Certificate into the field API Connected App Certificate Name (⚠️ you need to replace space by underscore)
      ​

    • You can test unsaved/saved configuration with Test Settings button.
      ​

    • Don’t forget to save the configuration and reload the page after

Tomorro admins & Salesforce Operations Specialist :

2. Triggers setup

‼️ You can set up both or only one of them depending of your needs
​

✍️ Setup manual generation

From the App Launcher, search for Tomorro Configuration.


​

🚗 Setup automatic generation

From the App Launcher, search for Tomorro Configuration.


Then configure the triggers the way you want it to work:

  • Define at which opportunity status the creation of the project will be created

  • Select the counterparty name

  • Define the status of the project that will be created

  • Select the template and the laguage you want to use to generate the contract

  • Select if you want or no to automatic upload the fils stored in SF to the Tomorro’s project

🚨 Finally, don’t forget to check the box to save and activate the trigger.

3. Mapping setup

Map smart fields

Connect on Tomorro > Integration page first tab > open the Salesforce integration page.

1st column : Tomorro smart field

You will find here all your Tomorro fields, you can select any field.

2nd column : Salesforce field

The data here needs to begin from the object you have plugged the widget (opportunity here). So the fields needs to looks like this : Object.APIName

  • Find the API names in Salesforce

    1. In your Salesforce object.

    2. In the Setup icon, select “Edit Object”

    3. Go in the Second tab on the left “Fields and relationships”

Some examples :

  • Opportunity.Amount

  • Opportunity.Quote.Number

Some tips :

  • You can't map Salesforce checkbox type of field
    So you can make an intermediate calculus field like
    "If check = YES If not = NO"
    And map the Yes/No field to a Tomorro dropdown field.

Map dynamic tables (only if needed)

⚠️ Prerequisite : Dynamic tables need to be setup on a template on Tomorro before

From the App Launcher, search for Tomorro Configuration.

Then Dynamic Object Mapping - Configuration

  • Click on new

    • Select your Tomorro’s dynamic table in Tomorro’s Custom Object name

      • Here “Products”

    • Select the Salesforce Parent Object Name

      • Where the flow is initiated in Salesforce

    • Select the Salesforce Child Object Name

      • Which Salesforce item you want to map into Tomorro’s Dynamic Tables

  • Then map all the smart fields you want to map
    ​

Other settings (optional)

From Salesforce to Tomorro : Synchronize contacts

Connect on Tomorro > Integration page second tab
​

For the process to be as swift as possible for your Sales team, you can map your Salesforce contact to your Tomorro ones.
​

You can map the participants and also the signatories (internal and counterparty for each fields)

Here is a mapping example to better understand:

Nb : "Salesforce role name" (4th field) need to be API name -> View details:

From Tomorro to Salesforce : Synchronize data

In order to set it up, you just have to go on Tomorro’s integration page third tab.

From Tomorro to Salesforce : Retrieve signed PDFs

In order to set it up, you just have to go on Tomorro’s integration page third tab.

Keep track of Tomorro activity

Step 1: Create a flow Setup > Flow > New Flow

Step 2: Configure the flow

Two platform events for Tomorro are available:

  • Tomorro ContractCreation: When a new contract is created from your Salesforce instance to Tomorro (either automatically with trigger or manually), you can set up actions in a flow.

  • Tomorro ContractCreationError: When a contract creation failed, you can set up another action. Automatic creation is now extendable.

Step 3: Add additional actions

You can add action as sending an email when a creation failed or update some other data in your Salesforce instance when the contract is successfully created.


​Step 4: Save and activate your flow

Don’t forget to save and activate your flow. You can easily deactivate it whenever you need.

All users :

Connect your account

Disclaimers ⚠️ :

  • This step is mandatory only if you set up the manual generation

  • This step needs to be done by every single user (cannot be done at an admin level)

  • Tomorro : Getting your Tomorro API key

In order to connect your Tomorro account to Salesforce, you need to get your API key. Connect to Tomorro > Go to My account > Integration > Click "Manage integration" on the API banner

Then click on "Generate an API key" if you haven't generated one at the moment. And copy it.

  • Salesforce : Go to the page where the Tomorro widget is installed

For this, they need to go to the Opportunity page (or Case, Account if you have installed the application on these pages). All users should now see the Tomorro component on this page.

On Salesforce, paste the API key, and click "Start using Tomorro".

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