Configure Adobe Sign for Salesforce to send Large Documents (greater than 4.0 MB from the send agreement page and 9.0 MB when sending in batch) or Push Agreements for agreements created outside of the Salesforce environment
The Callback User (required for configuring both the Large Documents and Push Agreements) requires two elements:
Neither Large Document transactions nor Push Agreements are supported in the Salesforce Professional Edition.
Establishing the Large Document and Push Agreement services first requires for the callback environment to be defined.
The same site and user can be used for one or both services.
The below instructions recommend that a new and dedicated user and profile be established. This ensures a known, minimally authorized set of permissions are in effect, and establishes a user that is not likely to be disabled, breaking functionality.
The overview of steps required are:
A dedicated user is recommended to grant object permissions for the callback process.
1. Create the new callback user profile
2. Create a new user using a standard Salesforce License
3. Add the Adobe Sign Integrator permission set to the Callback User
When the Permission Set Assignment page opens:
4. Activate the Callback User in Adobe Sign
By sending an agreement, you generate and activate the user in your Adobe Sign account:
5 Link the Callback User to Adobe Sign
You must set up and configure a site for the Adobe Sign Callback so that agreement updates can be pushed to Salesforce in a timely manner.
If you have not used Salesforce sites in your Salesforce org, you must first register a Force.com domain name that will be used for all your Salesforce sites in the account. (See Registering a Custom Force.com Domain in the Salesforce.com help). Keep in mind that if you are registering a new domain name, it is recommended that you don’t have a very long domain name or the secure web URL may exceed the 255 character limit that Adobe Sign has for callback URLs.
The Sites page refreshes to show your new Site
3. Click the New button
4. In the Site Edit page, do the following:
The fields should look like this:
5. Click Save
6. Add the IP ranges for public access settings in the Site so that it is restricted properly to Adobe Sign IPs
a. From the Site Details page for your Callback Site, click the Public Access Settings button
b. Click the Login IP Ranges link to jump to the appropriate section
c. Click the New button
d. In the Login IP Ranges dialog, enter the first IP address range:
○ Start IP Address: 18.104.22.168
○ End IP Address: 22.214.171.124
○ Description: Adobe Sign
e. Click Save
If the error “The list of IP Ranges does not cover your current IP address….” displays, enable the Save this IP Range even though it does not cover my current IP address option and click Save again.
f. Repeat steps b-e above for all of the below IP address ranges:
|Start IP||End IP||Description|
The final Login IP Ranges for the Adobe Sign Callback Site should display as follows:
Large documents are automatically supported for sending transactions and background actions up to certain limits:
To enable larger documents, you must do the following:
To enable Object Level Permissions for the Adobe Sign Callback Site User, do the following.
You must also customize the profile for your Adobe Sign Callback site to add the LargeFileDownloadService Apex class so it is visible
4. Click the Enable Apex Class Access link to jump to that section, then click Edit.
1. Navigate to Setup > User Interface > Sites and Domains > Sites
2. Click the Site Label for the callback site
3. In the Custom URLs section, click the View link
4. From the new tab, copy the value of the URL in the browser and paste it into a text file.
Your URL should look something like the URL shown below:
5. Navigate to Setup > Platform Tools > Custom Code > Custom Settings
6. Click the label Adobe Sign Settings
7. Click the Manage button
8. Click New or Edit
9. Set the Callback URL Adobe to Salesforce Site value to the value of the ‘Secure Web Address’ you copied after configuring your Adobe Sign Callback site (see Step 7 above).
10. Click Save to save your settings.
The Large Document Service is now enabled.
You can use the Adobe Sign API to send agreements for signature or create web form and embed them on your website and have all those agreements pushed and created in Salesforce just as if they were sent from Salesforce. You can also send agreements via the echosign.adobe.com web application and have them all pushed back to Salesforce.
To enable these Push Agreements, you must:
3. Mouse over the Permission Set Assignments link and click the Edit Assignment button
4. In the Available Permission Sets section, select Adobe Sign Integration User
3. Scroll to the Site Visualforce Pages section then click Edit
4. Locate echosign_dev1.EchoSignAgreementPushCallback and single click it to select it
5. Click Add to move the page to the Enabled Visualforce Pages side
6. Click Save
After adding the Visualforce page, you are returned to the Site Details page for the callback site.
Several objects require field level adjustments also:
If you would like all of the agreements in your account that were sent outside of Adobe Sign to be created and pushed into Salesforce, follow these instructions:
If you are sending agreements via the API, follow these instructions: