Before using this guide, please ensure that your Salesforce Admin has installed and configured the Managed App using these instructions:

https://help.safebase.io/en/articles/6830596-salesforce-managed-app-setup-guide

The Salesforce Managed App allows Salesforce users to invite their customers and prospects directly from within Salesforce, without ever having to login to SafeBase.

You can add one or more contacts from an Account Page by using the Add to SafeBase button.

Note: If your Salesforce instance has several buttons, you may have to click on the arrow on the right for additional options before you see this button.

In this scenario, the Account has not been created in SafeBase yet, and no Contacts have been invited.

You will see a modal popup that allows you to add an optional description, select a Permissions Profile, and an NDA Provider.

We recommend coordinating with your Security team for your organization's preferences on Permission Profile and NDA Provider.

When you hit Next, you will be allowed to add one or more Contacts, along with an option to send them an email notification and optional message.

Select the appropriate Contact(s) and click on Add to SafeBase to complete the process.

If the Managed App was configured properly, you will see a success message at the top of the page:

No further action is required on your end if you used the Send Email Notification option. The Contact will receive an email with full instructions on how to proceed.

If the Account has already been added to SafeBase, you can still add additional Contacts. You will be taken directly to the list of Contacts, and there is a column to indicate if a Contact has already been added.

Select the appropriate Contact(s) and click on Add to SafeBase to complete the process.

If the Managed App was configured properly, you will see a success message at the top of the page:

No further action is required on your end if you used the Send Email Notification option. The Contact will receive an email with full instructions on how to proceed.

If you did not choose the Send Email Notification option during this process, you can send an email from the Contact Page as described below.

You can also add a Contact from a Contact Page. This process will also create the Account in SafeBase if it has not already been done.

If the Account has not been created in SafeBase yet, you will be prompted to create one as in the section above:

After you hit Next, you can then proceed to add the Contact:

If your Managed App has been configured correctly, you should see this success message at the top of the page:

If the Account has already been created in SafeBase, you will be taken the the step where you can add the Contact:

If your Managed App has been configured correctly, you should see this success message at the top of the page:

After a Contact has been added, refreshing the page will now show a Resend SafeBase Invite Email button in place of Add to SafeBase.

You can use this button to send a new invite email with an optional message to the Contact:

For the Account object:

For the Contact object: