# Install the package and add the component

> Install the Tally Sign package, assign permission sets, put the component on record pages and add the quick action.

Tally Sign University › [Salesforce](https://sign.gettally.io/university/salesforce)

The Tally Sign package is small on purpose. It adds the Tally Sign component, Envelope records for reporting, Flow actions and a quick action. Everything else is set up in Tally Sign.

## Install the package

1. In Tally Sign, open **Settings → Salesforce** and find **Tally Sign package**.
2. Choose **Install** next to the install link. Choose **Install for Admins Only** or **All Users**.
3. Back in Tally Sign, choose **Refresh** under **What we found**. Tally Sign links the package to your account.
4. Choose **Check Salesforce** to verify the setup.

![The package checklist: installed, linked, component on record pages, permission sets assigned](https://sign.gettally.io/university/salesforce/package-checklist.png)

*Check Salesforce confirms each part of the setup.*

> **Note:** Quotes must be enabled in Salesforce (Setup → Quote Settings). Revenue Cloud isn't required.

## Assign permission sets

| Permission set | Give it to |
| --- | --- |
| **Tally Sign User** | Reps. Read access to envelopes, the component and the Flow actions. |
| **Tally Sign Admin** | Admins and the user Tally Sign connects as. Full access to envelopes. |

![The Tally Sign User permission set in Salesforce Setup](https://sign.gettally.io/university/salesforce/permission-set.png)

*Setup → Permission Sets → Tally Sign User → Manage Assignments.*

Permission sets decide what people can open in Salesforce. Who can send is decided by seats in Tally Sign. See [Seats](https://sign.gettally.io/university/admin/seats).

## Add the component to record pages

1. Open any Quote in Salesforce.
2. Choose the gear icon, then **Edit Page**.
3. Add a tab next to **Details** and name it **Tally Sign**.
4. Drag **Tally Sign** from **Custom** components into the tab. Set **View** to `record`.
5. Choose **Save**, then **Activate**.

Do the same on Opportunity, Order, Contract or Account pages if you send from them. The Envelope record page in the package already has the component.

For a list of everything you've sent, add the component with **View** set to `inbox` to a home page, an app page or the utility bar. The Tally Sign app's **Tally Sign Home** tab already has it.

![Tally Sign Home in Salesforce with Needs your reply, Waiting on customer and Completed recently](https://sign.gettally.io/university/salesforce/app-home.png)

*The inbox view: Needs your reply, Waiting on customer, Drafts and Completed recently.*

## Add the quick action

Page layouts belong to your org, so the package doesn't change them. Add the action yourself:

1. In Setup, open **Object Manager → Quote → Page Layouts** and open the layout your reps use.
2. In **Mobile & Lightning Actions**, drag **Send with Tally Sign** into **Salesforce Mobile and Lightning Experience Actions**.
3. Save. Repeat for Opportunity, Order, Contract and Account.

![A Quote record page with the Send with Tally Sign button highlighted](https://sign.gettally.io/university/salesforce/quote-send-button.png)

*Send with Tally Sign on a Quote.*

Next guide: [Salesforce fields in templates and Preview as record](https://sign.gettally.io/university/salesforce/fields-and-preview)

Source: https://sign.gettally.io/university/salesforce/install-the-package