A Salesforce-native toolkit for getting documents signed, collecting files, and running team boards — all synced back to your CRM in real time.
SilverFox is a suite of business tools designed to plug directly into Salesforce instead of living next to it. Every signature, every uploaded document, and every task board update flows back into your org automatically, so your CRM stays the single source of truth.
It's built around four apps — Sign (e-signatures with sequential multi-signer support, plus document request checklists like KYC packets), TeamWork (Kanban boards with checklists, issues and workflow rules), Portal (white-labeled customer self-service), and Survey (NPS and CSAT) — each one talking to Salesforce through the same secure webhook and OAuth connection.
New here? The Training Center walks through every app step by step, exactly as they work today.
A few of the workflows SilverFox is built to cover.
Send a contract for signature directly tied to an Opportunity. The signed PDF and audit trail sync back automatically.
Request a checklist of documents — ID, proof of address, certifications — and track exactly which ones are still outstanding.
Run a Kanban board for delivery or onboarding work, with every card mirrored to Salesforce so sales and delivery teams see the same status.
Invite teammates who don't need full Salesforce seats, and control exactly which boards each person can see or edit.
One webhook in, one OAuth connection out — every app uses the same pipe.
Salesforce → SilverFox
A single webhook endpoint, authenticated with a per-account API key, creates signature requests, document requests, boards, and cards.
SilverFox → Salesforce
An OAuth-authenticated callback, signed with the same API key, reports back every signature, upload, and card change as it happens.
A public, mobile-friendly signing page — no account required for the signer.
A checklist-style upload page for collecting multiple files against one request.
Drag-and-drop task boards with custom fields, checklists, issues, workflow rules and two-way Salesforce sync — on desktop, tablet and phone.
App Launcher → SilverFox → Boards (Salesforce-side Kanban view)
From a new account to a connected Salesforce org.
Sign up and choose a subdomain — this becomes the base URL for every signing and upload link you send.
Sign and TeamWork are licensed per account. Contact your administrator if an app shows as not licensed yet.
There's no AppExchange package to install — the Salesforce side (custom objects, Apex class, Lightning app) is metadata deployed directly into your org with Salesforce CLI. Whoever manages your Salesforce integration will need the source files and CLI access to your org.
sf project deploy start
Setup → App Manager → New Connected App. Enable OAuth settings, and configure the Client Credentials Flow with the scopes api, refresh_token, and offline_access.
Setup → App Manager → New Connected App
Setup → Custom Metadata Types → SilverFox Config → Manage Records (or the SilverFox Config tab inside the SilverFox app in Salesforce). Fill in Webhook_URL__c and Webhook_Secret__c, and make sure Active__c is checked.
Setup → Custom Metadata Types → SilverFox Config → Manage Records
In Settings → Salesforce Connection, connect using the same Connected App credentials — OAuth sign-in or entering them directly. Test the connection before saving, then copy the Webhook URL and API Key from Settings → Salesforce Integration back into the SilverFox Config record.
In Salesforce, App Launcher → SilverFox → Boards is where the Kanban mirror lives. Assign the "SilverFox Admin" permission set to any teammate who needs access to the app or its automation.
App Launcher → SilverFox → Boards
Create signature or document requests, and boards, either from SilverFox directly or by triggering them from Salesforce automation.