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eSign & Document Generation: Installation Guide

Provides an installation guide for setting up Foxit eSign.

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eSign & Document Generation: Installation Guide

  • December 01, 2025
  • Knowledge

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Thank you for your interest in Foxit for Salesforce! This is where everything starts. In this article, we will go over the installation of our Salesforce package from Salesforce AppExchange and provide all the tools needed to ensure Foxit for Salesforce is installed and running.

 

Prerequisites

  • You must have a Foxit Account or create one in the process (We’ll show you how!)
    • If you are an existing Foxit Customer, you already have one! Login here
  • If you don't have a Salesforce Developer Account, please click on Create a Developer Account

If you are on Foxit's website, you can go to the Foxit for Salesforce page and click on 'Free Trial'. This will take you directly to our AppExchange listing.

 

 

 

Get the Foxit for Salesforce package from AppExchange

  1. You can find and install Foxit eSign for Salesforce in the AppExchange marketplace directly. Follow the steps below:
  2. Navigate to the AppExchange website
  3. Search for 'Foxit for Salesforce' on the search bar. You will see the app listing as below:




  4. Click on the 'Get it Now' button
  5. Log-in on the Salesforce Login Window







Please Note: If you need more assistance, you can also contact us and get a Salesforce package URL directly. Contact sales by visiting our website or by phone at +1-866-680-3668.

Installing the Foxit for Salesforce Package

  1. After logging into your Salesforce account, in most instances you will see the 'Where do you want to install this package?' window. If you don't, skip directly to section 3 below.

    We will go with the first time option and choose ‘Install in Production’:






  2. Make sure you confirm the installation details according to your own account information. Click 'Confirm and Install'.




  3. You'll be redirected to the installation window now. Select ‘Install for Admins Only’ and click ‘Install’. This process might take a few minutes.



    PLEASE NOTE: We strongly recommend you install for Admins Only in most cases, especially if this is your first install. This will ensure admin permissions are assigned properly on installation and you can manage permissions manually in the app later on.


  4. You'll be prompted to Approve Third-Party access in most instances. Mark the checkbox and click ‘Continue’.




  5. Once installation is complete, click ‘Done’.


  6. Once you logged into your org, the newly Installed Package is displayed under Apps>Packaging>Installed Packages.





Authenticating Foxit for Salesforce

In order to use our e-signature technology, you will have to do a one-off authentication with our platform, that will verify your account and provide access too our platform. Follow the steps below:

  1. Go to your App Launcher and search for Foxit for Salesforce:

 

 

  1. Select your Region [US (NA Region 1), Canada (NA Region 2), Europe (Region 1)] from the dropdown.





  2. You will be automatically redirected to the login page for Foxit eSign. Log into your Foxit eSign account.



    Please Note: If you have any issues with your account creation or login, please submit a ticket at our Help Center, Contact sales by visiting our website or by phone at +1-866-680-3668.


  3. Click Allow



  4. You might be prompted to the Named Credentials page. For more information on this, see Logging out of Foxit for Salesforce. Click on 'Lightning Experience' to go to the main Foxit for Salesforce window.




  5. And that's done! Now you have full access to Foxit for Salesforce features!


Logging out of Foxit for Salesforce

In some instances, you might want to logout from your account and re-authenticate with a different user or credential. Follow the instructions below to change your Named Credentials:

 

  1. Go to the Foxit eSign Setup window and
  2. Click Not you? Log out.






  3. Connect another user by selecting Region [US (NA Region 1), Canada (NA Region 2), Europe (Region 1)] from the dropdown. Click Take me there.









  4. You will be automatically redirected to the login page for Foxit eSign. Log into your Foxit eSign account.





  5. Click Allow


And that's it, you've connected and authenticated with Foxit for Salesforce! Head to the Administrator Guide for next steps on how to set up your organization.