Get an Out-Of-The-Box Sales Cloud setup, this is a full configuration working on Opportunity.

This is a great way to prepare demo’s to customers, prospects, management, …

Learn how to get a demo setup in minutes here.

PDF Butler – Sales Cloud Demo #

1. Access the Demo Environment #

1. Go to: https://assets.pdfbutler.com/appexchange/index.html
2. In PDF Butler Sales Cloud Demo, click Go.
   
3. Log in to Salesforce and ensure you are in the Sales App.
   

2. Prepare the Opportunity #

1. Navigate to the Opportunities tab.
2. Open any existing record.
3. Add a Contact Role:
   • Assign a contact
   • Mark as Primary Contact
   • Select a Role
     
     
4. Open the related Contact record.
5. Update the email address (for testing purposes).
   

3. Install PDF Butler #

1. Copy your Salesforce domain URL.
   
2. Paste it into the Sales Demo page.
   
3. In Install PDF Butler, click Go.
   
4. Select Install for Admins Only.
5. Grant access to all third-party websites.
   

4. Run Demo Setup #

1. Click Go in Setup Sales Cloud Demo.
2. Click Auto Register.
3. Copy and securely save the generated credentials.
4. Click Setup Sales Cloud Demo to continue.
5. (Optional) In step 3, upload a logo for the Opportunity Account.

5. Add PDF Butler to the Page Layout #

1. Open an Opportunity record.
2. Click Setup (gear icon) → Edit Page.
   
3. From the components list, select PDF Butler Previewer.
4. Drag and drop it onto the page layout.
   
5. In a new tab, open a Doc Config record.
6. Copy the Doc Config ID.
7. Paste it into the DocConfig to Retrieve field in the component.
   
8. Click Save and then Activate the page.

6. Validate the Demo #

1. Return to the Opportunity record.
2. Confirm that the PDF Butler component is visible.
3. Click the PDF button.
4. Verify that the document is generated successfully.

Sign Butler – Sales Cloud Demo #

1. Access the Demo #

1. Go to: https://assets.pdfbutler.com/appexchange/index.html
2. In Sign Butler Sales Cloud Demo, click Go.
3. Copy and paste your Salesforce domain URL.
   

2. Install and Enable Features #

1. In Step 1, click Go to enable folders and enhanced sharing.
2. In Step 2, click Go to install Sign Butler.
3. Select Install for Admins Only.
4. Grant access to all third-party websites.

3. Connect PDF Butler Credentials #

1. In Step 3, enter your PDF Butler credentials.
2. Click Check Credentials.
3. Approve access to Sign Butler.
   

4. Import Configuration Files #

1. In Step 4, download the configuration file.
   
2. Go to the Sign Butler Admin tab → Migration.
   
3. Click Import and upload the file.
4. In Step 5, download the second configuration file.
   
5. Go to PDF Butler Admin → Pack Migration.
   
6. Click Import and upload the file.

5. Configure Object Relationship #

1. In Step 6, click Go to open Object Manager.
2. Locate the Sign Request object.
3. Go to Fields and Relationships.
4. Click New.
5. Select Lookup Relationship.
6. Relate it to Opportunity.
7. Save the Record.

6. Configure the Page Layout #

1. Open an Opportunity record.
2. Click Setup (gear icon) → Edit Page.
   
3. Select the PDF Butler component.
4. In a new tab, open the PDF Butler App.
5. Locate the Sign Butler Pack.
6. Copy the Pack ID.
7. Paste it into the Pack to Retrieve field.
   
8. Click Save.

7. Validate Signing Process #

1. Click the PDF button.
2. Select Sign Butler.
   
3. The primary contact on the Opportunity should receive an email to sign the document.