Renewing your self-signed S-Docs certificate
You may get an email from Salesforce informing you that your self-signed certificate has expired.
If that is the case, you can follow the steps below to renew your certificate. We recommend doing this after hours.
- From the setup menu, type "Certificate" into the Quick Find bar and click Certificate and Key Management in the dropdown menu.
- Click Delete for SDocsCert.
- Click Create Self-Signed Certificate.
- Set Label to SDocsCert.
- Set Unique Name to SDocsCert.
- Click Save.
- Click Download Certificate.
The next steps are different in Salesforce Classic and Salesforce Lightning.
For Classic:
- From the setup menu, type "Apps" into the Quick Find bar, then click Apps (under Build > Create).
- Scroll down to the Connected Apps section, find "Sdocs Connected Apps," and click the Edit link next to it.
- Scroll down to Use digital signatures.
- Click Choose File and select the previously downloaded certificate.
- Click Save.
- It may take several minutes for the new certificate to take effect.
- Confirm that everything is working (test SDJobs with Mass Merge).
For Lightning:
- From the setup menu, type "App Manager" into the Quick Find bar, then click App Manager in the dropdown menu.
- Find the "Sdocs Connected Apps" connected app. Click the dropdown arrow on the right, and click View.
- Click Edit at the top of the page.
- Scroll down to Use digital signatures.
- Click Choose File and select the previously downloaded certificate.
- Click Save.
- It may take several minutes for the new certificate to take effect.
- Confirm that everything is working (test SDJobs with Mass Merge).