Salesforce Guides - v20
► Add Adobe Sign to your Salesforce email component
Send, Remind, Cancel, and more, all directly from your email client. Available for Outlook and Gmail
► Adobe Sign connector to Salesforce CPQ
Add a button to send your CPQ quotes directly from the quote page to Adobe Sign
► Adobe Sign for Self Signing (Community Cloud)
If you use community portals, and want to provide signable documents
► Granting access to Salesforce users/profiles
If you didn't set up the Adobe Sign app for All Users
► Working with Agreements in Batch
For generating batches of agreements based on user defined criteria
If you use Adobe Sign with Leads in Salesforce, you probably want to take a look at this
Align users in Adobe Sign groups based on Salesforce user profiles
► Configure Salesforce to Send Large Documents
If you send documents over 2MB, you will need this configured
► Configure Push Agreements to create externally generated agreements in Salesforce
"Push agreements" are transactions that are initiated external to Salesforce, like the agreements created by Widgets, and then are pushed in to Salesforce.
► Chatter & Salesforce1 enablement
Settings to enable sending from Chatter or Salesforce1
► Page Layout configuration (Basic, Advanced and Lightning)
When you need to change your page layout to one of the other options
Note:
Support for the Adobe Sign for Salesforce integration v18 will be ending March1, 2019
Product updates, security updates and technical support for Adobe Sign for Salesforce v18 is ending March 1, 2019
If you are on version 18 or older, please upgrade to the new package to ensure the continuation of support.
Outlook
Word / PowerPoint
Microsoft Flow
MS Dynamics CRM Guides (365, On-line and On-Premises)
SharePoint On-Premises 2013, 2016, and 2019 (classic UI only)
Note:
The Adobe Sign for SharePoint solution is supported in the SharePoint 2019 On-Premise Classic UI only.
Adobe and Microsoft are currently working to expand support to include the Modern UI.
SharePoint Online
Note:
Workflows installation is no longer available for new installations.
Guides
Guides
SugarCRM
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