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How do I set up the Lumin Sign and Salesforce integration?

Learn how to connect Lumin Sign with Salesforce to automate your eSignature workflows, manage contracts, and track document status directly within your CRM.

Prerequisites

  • Salesforce Administrator access

  • A Lumin Sign account with existing templates

 

Step 1: Install the Lumin Sign app

  1. Visit the Salesforce AppExchange.

  2. Search for Lumin Sign and click Get It Now.

    1. Alternatively, click Try it to test the Lumin Sign app in your Sandbox.Lumin Sign in App Exchange

  3. Choose your installation preference:

    • Install for Admins Only

    • Install for All Users

    • Install for Specific Profiles

  4. Click Install.

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

Step 2: Assign Permission Sets

To ensure users can interact with Lumin components, you must assign the correct permission sets.

User Role Required Permission Sets
Admins Lumin Admin, Lumin Site Guest User, Lumin User
Standard Users Lumin Site Guest User, Lumin User

To assign permissions:

  1. Go to Setup > Users > Permission Sets.

  2. Click on a specific Permission Set (e.g., Lumin Admin).

  3. Select Manage Assignments > Add Assignment.

  4. Select the relevant users and click Assign.

  5. Repeat for all required sets.

Step 3: Authorize the integration

This step connects your specific Lumin Workspace to your Salesforce Tenant.

  1. Open the App Launcher (waffle icon) and select Lumin Sign.

  2. Navigate to the Lumin Admin tab.

  3. Click Register OAuth Client.Lumin Sign Salesforce_Register OAuth

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

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

  6. Then, click Allow Access.

Step 4: 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.

Step 5: 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.

Step 6: 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.

Step 7: 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.