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How do I activate my Lumin Sign for Salesforce Trial?

This guide provides the simple steps to start your 14-day free trial of Lumin Sign for Salesforce, including manually installing the app and activating your Lumin Sign licenses.

Installing the app

  1. As a Salesforce Admin, log in to your Salesforce account. 
  2. In the Salesforce App Exchange, search for 'Lumin Sign'.
  3. Click Get it now to complete the installation. 
    1. To trial Lumin Sign, select Try it (This requires a Salesforce Sandbox account). 
      Lumin Sign in App Exchange
  4. Log in to your Salesforce account to start the installation. 

  5. Choose your installation preference:

    • Install for Admins Only

    • Install for All Users

    • Install for Specific Profiles

  6. Click Install.
  7. When prompted, check the box to Grant access to Lumin (required for data syncing) and click Continue.Lumin Sign Grant Access

NOTE: After signing up to try the Lumin Sign app in Salesforce, you will receive a promotion code via email to activate your Lumin Sign Pro trial within 24 hours. If you do not receive one, please contact sales@luminpdf.com.

Activating the Integration

  1. Create a Lumin account here. You can use your Google or Microsoft credentials, or your email and a password. 
    Create account
  2. In Lumin, head to Settings, then Billing to upgrade your Lumin Sign account to Pro.
  3. Under Subscription and in Action, click Upgrade to purchase, add or manage Lumin Sign licenses.LS Upgrade
  4. At the checkout:
    1. Select Monthly as the billing cycle.  
    2. Add one seat.
    3. Then, add the promotion code. 
      Note: If you do not have the promotion code already, please email sales@luminpdf.com to request the code


      checkout-1
  5. Review the details of the upgrade in the Summary section. 
  6. Finally, click Pay now to complete the upgrade. 
  7. In Salesforce, assign the appropriate permissions to the users:
     
    User Role Required Permission Sets
    Admins Lumin Admin, Lumin Site Guest User, Lumin User
    Standard Users Lumin Site Guest User, Lumin User
  8. As a Salesforce Admin, from the app launcher, open the Lumin Sign app.
  9. Navigate to the Lumin Admin tab.

  10. Click Register OAuth Client.Lumin Sign Salesforce_Register OAuth

  11. Then, select Authorize Admin.Lumin Sign Salesforce_Authorize Lumin

  12. Log in to Lumin if prompted, select the Workspace containing your templates.Lumin Sign Salesforce_Select Workspace

  13. Then, click Allow Access.

Configure the webhook 

Site setup

To receive real-time updates when a document is signed, you must configure a Salesforce Site.

  1. In the Lumin Admin tab, refer to Step 2 for the specific configuration values.

  2. Go to Setup > Sites.

  3. Create a new site with these details:

    • Site Label: Lumin Webhook

    • Site Name: (Auto-populates)

    • Active: Check this box.

    • Active Site Home Page: InMaintenance

    • Site Template: SiteTemplate

  4. Click Save.

Finalize site security

  1. On the Site details page, click Public Access Settings.

  2. Click Assigned Users, then select Lumin Webhook.

  3. Go to the Permission Set Assignments tab and click Edit Assignments.

  4. Find Lumin Site Guest User, move it to Enabled Permission Sets, and click Save.

Link the webhook & complete registration

To ensure Salesforce receives real-time status updates, you must register the Webhook URL in your Lumin settings and finalize the registration in Salesforce.

  1. In Salesforce, go to the Lumin Admin tab and Copy the generated Webhook URL.

  2. Log in to your Lumin account and navigate to Settings > Developer Settings.Lumin Sign Salesforce_Callback

  3. Under the Account Callback section, paste the Webhook URL and click Save.

  4. Return to the Lumin Admin tab in Salesforce.

  5. Under Step 2 (Site Settings Configuration), click the Update DCR Registration button.

TIP: Clicking Update DCR Registration synchronizes your Salesforce Site with Lumin’s backend, ensuring that document status updates (like “Signed” or “Declined”) flow back into your CRM automatically.

Add Components to page layouts

Finally, add the Lumin interface to your records (e.g., Accounts, Leads, or Opportunities).

    1. Navigate to a record (e.g., an Account).

    2. Click the Gear Icon in the top right and select Edit Page.

    3. From the Components list on the left, find and drag these onto your page:Lumin Sign Salesforce_Components 2

      • Lumin - Document Actions

      • Signature Request Related List

    4. Click Save and Activate.