> **Source:** https://knowledge.leegality.com/document-execution/integrations/salesforce/overview
> **Site:** Leegality Knowledge Base — https://knowledge.leegality.com
> **About:** Leegality is a document execution platform covering eSigning, stamps, NeSL, workflows, and REST API integration.
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# Leegality for Salesforce

Leegality for Salesforce is an AppExchange managed package that brings Leegality Document Execution directly into your Salesforce org. Your teams can send documents for eSigning, track signing status, and download signed documents and audit trails — all from the Salesforce records they already work on, without switching to the Leegality dashboard.

## What you can do

- **Import and link Leegality workflows** to Salesforce objects, mapping document, stamp, and invitee details to Salesforce fields.
- **Send documents for eSigning** from any record using a Sender Modal placed on the record page.
- **Track documents** in real time — status, invitee details, and activity — from within Salesforce.
- **Act on documents** — resend notifications, sign, complete, preview, and download documents, audit trails, and attachments.
- **Manage everything centrally** on the All Documents page, with role-based visibility for admins and senders.

## How the integration works

The managed package communicates with Leegality through three mechanisms:

1. **Named Credentials** — Salesforce makes secure API calls to the Leegality gateway (sandbox or production) using Named Credentials that store your Leegality Client ID and Client Secret. See [Installation & Setup](https://knowledge.leegality.com/document-execution/integrations/salesforce/installation-and-setup).
2. **OAuth authorization** — each admin and sender connects their own Leegality account by signing in from Salesforce. See [Connect & Authorize](https://knowledge.leegality.com/document-execution/integrations/salesforce/connect-and-authorize).
3. **Webhook + scheduled sync** — Leegality pushes document status updates to a webhook endpoint hosted on a Salesforce public site, and a scheduled Apex job keeps document and invitee details up to date. See [Administration](https://knowledge.leegality.com/document-execution/integrations/salesforce/administration).

## User roles

The package defines two roles through permission sets:

| Role | Permission set | What they do |
| --- | --- | --- |
| **Admin** | Leegality Admin User | Installs and configures the package, connects environments, imports and links workflows, manages users, and oversees all documents in the org. |
| **Sender** | Leegality Sender User | Sends documents for eSigning from mapped records and manages the documents they have created. |

## Environments

The package supports two Leegality environments:

- **Sandbox** (`sandbox-gateway.leegality.com`) — for testing. Install the package in a Salesforce Developer or Sandbox org and connect it to Leegality Sandbox to explore features without affecting live data.
- **Production** (`api-gateway.leegality.com`) — for live usage with real documents and signers.

> **Tip**
>
> Always validate your configuration end-to-end in sandbox before setting up production.

## Prerequisites

Before you begin, make sure you have:

- Salesforce **System Administrator** access to install and configure the package.
- A **Leegality account** with workflows configured in the environment you plan to connect.
- Your Leegality **Client ID and Client Secret** for each environment (sandbox and/or production). These are provided by Leegality — contact your Leegality account manager if you don't have them.

## Setup at a glance

An admin sets up the integration once, in this order:

1. [Install the managed package and configure credentials](https://knowledge.leegality.com/document-execution/integrations/salesforce/installation-and-setup)
2. [Assign permission sets to admins and senders](https://knowledge.leegality.com/document-execution/integrations/salesforce/installation-and-setup#step-3-assign-leegality-permission-sets)
3. [Connect and authorize with a Leegality environment](https://knowledge.leegality.com/document-execution/integrations/salesforce/connect-and-authorize)
4. [Import and link workflows to Salesforce objects](https://knowledge.leegality.com/document-execution/integrations/salesforce/workflow-management)
5. [Add the Sender Modal to record pages](https://knowledge.leegality.com/document-execution/integrations/salesforce/send-documents#add-the-sender-modal-to-a-record-page)
6. [Configure the webhook for status updates](https://knowledge.leegality.com/document-execution/integrations/salesforce/administration#webhook-configuration)

After setup, senders simply authorize once and start [sending documents](https://knowledge.leegality.com/document-execution/integrations/salesforce/send-documents).