Configure Adobe Sign to send agreements using Chatter or Salesforce mobile web.
From the Homepage, Opportunity, Account, or Contact feed, you can send agreements for signature through the Adobe Sign Publisher action. The same Adobe Sign action is used in both Chatter and the Salesforce mobile app or mobile browser experience.
Adobe Sign for Salesforce is Chatter enabled! Get real-time Chatter updates when:
Follow Chatter updates on Agreement, Account, Contract, and Opportunity. Collaborate across your organization to close more deals.
You can also send agreements directly from Chatter Publisher Actions
After installing the Adobe Sign for Salesforce app, you can configure which Chatter updates you want your users to see.
1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings
○ Select Adobe Sign Chatter Settings
○ Click Manage
○ Click New
○ Configure the settings you are interested in (see a list of settings below in Chatter Custom Settings)
You only should define one set of Chatter settings for your Org and you can provide a Name to the settings.
2. Enable Salesforce so that signers in your Org can get personal Chatter messages when they have a document to sign you must create a New Remote Site as follows:
a. Navigate to Setup > Settings > Security > Remote Site Settings.
b. Click New Remote Site
c. Enter a unique alphanumeric Remote Site Name.
► It must begin with a letter
► It can contain underscores, but not end with an underscore
► It cannot include two consecutive underscores
► It cannot include spaces
d. Enter a Remote Site URL by copying the first part of your web page URL (e.g., https://abchostname.salesforce.com) with the Salesforce Org domain. This URL may vary across different Orgs so make sure to enter the one specific to your Org.
e. Click the Save button.
3. Ensure that Chatter feeds are enabled for the Agreement record by doing the following:
a. Navigate to Setup > Platform Tools > Feature Settings > Chatter > Feed Tracking
b. Select Agreement from the list of objects in the left rail
c. Check the box Enable Feed Tracking
c. Click the Save button.
Chatter should now be enabled so that users will start receiving Chatter updates to track the status of their agreements.
From the Homepage, Opportunity, Account, or Contact feed, you can send agreements for signature through the Adobe Sign Publisher action. The same Adobe Sign action is used in the Salesforce mobile app or mobile browser experience. Since sending from Chatter uses the same Adobe Sign action as Salesforce, you can reference the Salesforce setup instructions in the next section to set up the Adobe Sign action in the Chatter feed as shown here.
Navigate to Setup > Platform Tools > Custom Code > Custom Settings
Adobe Sign Chatter Settings determine where to post Chatter updates and also which events will result in a Chatter post. You only should define one set of Chatter settings for your Org and you can provide a Name to the settings.
Before you can send agreements using Salesforce, you must add Adobe Sign as a publisher action in the Global Publisher Layouts and the layout for the objects (e.g., Leads, Accounts, Contacts, Opportunities).
Add the Adobe Sign Publisher Action to the Homepage on Salesforce and Chatter feed:
To add the Adobe Sign Publisher Action to the Opportunity, Account, or Contact objects, do the following:
You can use Agreement Templates with the Adobe Sign Manager Publisher Action, which enables powerful end-to-end workflows from the mobile Salesforce app and browser experience.
If you have enabled the Adobe Sign publisher action, you can access that from the Home page or enabled Object (e.g., Opportunity) directly from the Salesforce mobile apps for iOS or Android. Just click the ellipsis (...) icon from Salesforce and then click on the Adobe Sign Manager icon to view the new agreement record.
Click on the Adobe e-Sign Manager action to pull up a new agreement record.
If an agreement template was set up, then the new record will be prepopulated with information from the agreement template.
From Salesforce, you can also get in-person signatures by click on the Host Signing button on the agreement record. By doing so, you can hand your device over to the signer to fill out the document and apply a signature. Additionally, all the Chatter updates related to the agreement process can be tracked in Salesforce.