How do I configure resource request auto-approval in Trustpage?

  • Updated

Auto-approve resources and review requests when you connect your Trust Center to Salesforce. The Salesforce integration is available to customers on the Collaborate plan and above.

 

Upon a user's first visit, if the mapped NDA field is checked in Salesforce, the user will not be required to sign an NDA for the current and all future visits. 

 

Set up the integration

  • Log in as an Admin of your Trust Center
  • Click on the Manage drop-down at the top of your Trust Center
  • From the menu that appears, click on Integrations
  • If you have not done so, connect the integration and authorize the integration into your Salesforce instance
  • Once connected, scroll to the section labeled NDA Status Sync and toggle the option on
  • Select the object which contains the field you wish to sync
  • Select the field which designates that a request can be automatically approved. 
    • We suggest creating a field that corresponds directly to NDA status, and using Salesforce workflows to check this field when an NDA is completed by an individual or organization.

Now, when the selected field is checked on your Salesforce record and the user requests resources in your Trust Center, the user will not be required to complete an NDA in Trustpage.