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Adobe Acrobat Sign for Salesforce: Installation Guide (v24)

  1. Integrace služby Acrobat Sign
  2. Co je nového
  3. Verze a životní cyklus produktu
  4. Služba Adobe Sign pro Salesforce
    1. Instalační příručka
    2. Uživatelská příručka
    3. Příručka pro vývojáře
    4. Příručka pro pokročilé přizpůsobení
    5. Příručka mapování polí a šablon
    6. Příručka pro vytváření procesů
    7. Příručka Document Builder
    8. Příručka pro upgrade
    9. Poznámky k vydání
    10. Další články
  5. Acrobat Sign pro Microsoft
    1. Služba Acrobat Sign pro Microsoft 365
      1. Instalační příručka
    2. Služba Acrobat Sign pro Outlook
      1. Uživatelská příručka
    3. Služba Acrobat Sign pro Word/PowerPoint
      1. Uživatelská příručka
    4. Služba Acrobat Sign pro Teams
      1. Uživatelská příručka
      2. Poznámky k vydání
      3. Schválení v Microsoft Teams
    5. Služba Acrobat Sign pro Microsoft PowerApps a Power Automate
      1. Uživatelská příručka
      2. Poznámky k vydání
    6. Konektor Acrobat Sign pro Microsoft Search
      1. Uživatelská příručka
    7. Služba Acrobat Sign pro Microsoft Dynamics
      1. Přehled
      2. Systém Dynamics Online: instalační příručka
      3. Systém Dynamics Online: uživatelská příručka
      4. Služba Dynamics On-Prem: instalační příručka
      5. Služba Dynamics On-Prem: uživatelská příručka
      6. Příručka pro pracovní postupy služby Dynamics
      7. Služba Dynamics 365 for Talent
      8. Příručka pro upgrade
      9. Poznámky k vydání
    8. Služba Adobe Sign pro Microsoft SharePoint
      1. Přehled
      2. Služba SharePoint On-Prem: instalační příručka
      3. Služba SharePoint On-Prem: průvodce mapováním šablon
      4. Služba SharePoint On-Prem: uživatelská příručka
      5. Služba SharePoint On-Prem: poznámky k vydání
      6. Služba SharePoint Online: instalační příručka
      7. Služba SharePoint Online: průvodce mapováním šablon
      8. Služba SharePoint Online: uživatelská příručka
      9. Služba SharePoint Online: mapování webových formulářů
      10. Služba SharePoint Online: poznámky k vydání
  6. Acrobat Sign pro ServiceNow
    1. Přehled
    2. Instalační příručka
    3. Poznámky k vydání
  7. Služba Acrobat Sign pro HR ServiceNow
    1. Instalační příručka
  8. Služba Acrobat Sign pro SAP SuccessFactors
    1. Instalační příručka Cockpit
    2. Instalace modulu Recruiting Příručka
    3. Uživatelská příručka pro Recruiting
    4. Instalační příručka pro Cloud Foundry
  9. Acrobat Sign pro Workday
    1. Instalační příručka
    2. Stručný návod
    3. Výuková lekce konfigurace
  10. Služba Acrobat Sign pro NetSuite
    1. Instalační příručka
    2. Poznámky k vydání
  11. Služba Acrobat Sign pro SugarCRM
  12. Služba Acrobat Sign pro VeevaVault
    1. Instalační příručka
    2. Uživatelská příručka
  13. Služba Acrobat Sign pro Coupa BSM Suite
    1. Instalační příručka
  14. Vývojová dokumentace služby Acrobat Sign
    1. Přehled
    2. Webhooky
    3. Textové značky

Adobe Acrobat Sign for Salesforce: Installation Guide provides instructions on how to install the Acrobat Sign extension into your Salesforce.

Overview

Adobe Acrobat Sign integration for Salesforce is designed to provide you with a smooth e-signing experience that has multifold benefits, including:

  • Easily track and manage agreements.
  • Close deals faster with Acrobat Sign and Salesforce integration.
  • Simplify signing processes with Process Builder to reach success faster. Acrobat Sign works across Salesforce clouds and supports the latest technologies like Lightning and Salesforce1 mobile.
  • Track agreements with Acrobat Sign embedded in your email client and integrate it into Salesforce CPQ and Community Cloud portals.
  • Signed documents are automatically routed back to your team in Salesforce and you can securely collect payments in Salesforce with Acrobat Sign.
  • Minimize business and legal risks with automated signature processes and authentication.

Acrobat Sign for Salesforce works from any browser and mobile device. The app is available from the AppExchange and supports the following Salesforce Editions:

  • Professional
  • Enterprise
  • Unlimited
  • Developer
  • Performance

Prerequisites

Before downloading the Adobe Acrobat Sign for Salesforce package, you must contact the Acrobat Sign support team to ensure that:

  • Adobe Acrobat Sign account is properly provisioned in the Salesforce channel.
  • Correct userID (email address) is designated as an administrator in the Acrobat Sign system.
  • All potential user domains (that your users will use in their email addresses) are included. Don't include public domains like gmail.com or yahoo.com.
  • You have a list of all users in the Adobe Acrobat Sign system using your owned domains. You may need to request valid users to be moved into your Adobe Acrobat Sign account.

Note: The user email in Adobe Acrobat Sign must match the primary email of the user. Else, you must Change the Adobe Acrobat Sign email value.

To successfully install and use Adobe Acrobat Sign for Salesforce, you may need to make the following settings in the Salesforce environment:

  • Disable any pop-up blockers during installation and configuration.
  • Enable cookies on your browser. 
  • Enable third-party cookies, which is required in some browsers.
  • Enable My Domain to use Adobe Acrobat Sign in the Lightning environment.
  • Navigate to Setup > Settings > Security > Session Settings, and ensure that Lock sessions to the IP address from which they originated is disabled.
  • Assign a valid license to the Adobe Acrobat Sign Users and Administrators.
  • Check upload file size. The file upload size is limited to ~700 KB in Salesforce Lightning. You can configure Salesforce to send documents from the library up to 9 MB in the background.
    See Configure Salesforce to Send Large Documents.

Supported Browsers

  • Chrome - current version
  • Firefox - current version
  • Safari - current version
  • Edge - current version

Note: Salesforce administrators cannot launch the Set Up wizard in Edge browsers.

Known Issues

Known Issue with the Acrobat Sign for Salesforce application:

If you've enabled account sharing on your Acrobat Sign account, the users that are not included in the agreement cannot view the agreement in the Salesforce environment, unless:

  • The agreement was created from a shared library template in the Adobe Acrobat Sign library.
  • The library template is shared in a manner that includes the viewer via: (a) Shared for all users in the account, or (b) Shared at the group level, where the sender and viewer are in the same group.

Note: You can use Adobe Acrobat Sign to view the agreement.

Adobe Acrobat Sign Support

For any questions or additional assistance, contact Adobe Acrobat Sign Support or your designated Client Success Manager.

Install Adobe Acrobat Sign for Salesforce v24

New Customer Testing and Installing for the First Time—For those who are new to Adobe Acrobat Sign for Salesforce, you can try installing and start sending test agreements within minutes. Basic installation to the point of functionality takes only 15 minutes

Existing Customers Upgrading from Previous Versions—We strongly encourage customers to upgrade to the latest version of the package to take advantage of the latest features and also get the best support. See the Upgrade Guide for more information if you are upgrading to Adobe Acrobat Sign for Salesforce v23.x from a prior version.

The Lightning experience is fully supported by the Adobe Acrobat Sign package, and these instructions are written using the Lightning interface.


Important Sandbox Testing Notes

When testing on a Salesforce Sandbox, you often are not using a real email address that you have access to. (e.g., user@company.com.sandboxname) If so, we strongly recommend that you change your Salesforce Sandbox email to a real email address before you begin testing so that your Adobe Acrobat Sign account is tied to a real email address. If not, it may be problematic if you want to change your email address later when you move to Production because your Adobe Acrobat Sign account will be tied to an email address that does not exist and cannot be verified to make email changes.

Install Adobe Acrobat Sign package

You must have a Salesforce account to install the Adobe Acrobat Sign package. If you do not, you can create one during the installation process as described below:

  1. Go here to access the Adobe Acrobat Sign application package on the Salesforce AppExchange.

  2. Select Get It Now.

  3. Select an appropriate login option:

    • If you already have a Salesforce account, select Continue as Guest and enter your credentials when prompted.
    • If you don’t have an account, select I don’t have a login and create a Salesforce account when prompted. Next, log in with your credentials.
    salesforce-login

  4. When prompted, select which environment to install into, Production or Sandbox

  5. On the Confirm Installation Details page:

    1. Review the installation information and terms and conditions.
    2. Select the Terms and Conditions check box.
    3. Select Confirm and Install.
  6. When prompted to log in to your Salesforce organization, provide your login credentials and select Login into Salesforce.

  7. On the Install Adobe Acrobat Sign page:

    1. Select Install for All Users.
    2. Select Install.
      It displays a notification saying that the installation will take some time.
    3. Select Done to continue.

    Once the installation is complete, you receive an email notification that the package is installed.

    install-acrobat-sign

  8. To verify the installation go to Setup > Platform Tools > Apps > Installed Packages.

    The Installed Package page displays your installation information, as shown below.

    installed-package-sign


Post-Install Configurations (Required)

You must complete the following configuration steps before you can start sending Adobe Acrobat Sign agreements from Salesforce:

Apply Adobe Acrobat Sign Permission Sets

Acrobat Sign installs four permission sets to facilitate granting field-level access to the custom objects:

  • Adobe Acrobat Sign User - Minimum required permissions for an Adobe Acrobat Sign for Salesforce sender user. Includes limited access to the required components included in the managed package: objects, fields, tab, classes, and pages
  • Adobe Acrobat Sign Community User - Minimum required permissions for an Adobe Acrobat Sign for Salesforce community user. It includes limited access to the required components included in the managed package: objects, fields, tab, classes, and pages.
  • Adobe Acrobat Sign Admin - Minimum required permissions for an Adobe Acrobat Sign for Salesforce administrator user. It includes full access to all the components included in the managed package: objects, fields, tab, classes, and pages.
  • Adobe Acrobat Sign Integration User - All required permissions for an Adobe Acrobat Sign for Salesforce integration user. Includes all admin access as well as access to all org data.

Assign yourself and any other full-access Admins the Adobe Acrobat Sign Integration User permission set.

All users of the Adobe Acrobat Sign package will need to have Adobe Acrobat Sign User applied before they can use the service.

Acrobat 
permission-sets


Launch the Adobe Acrobat Sign Setup Wizard

  1. Select App Launcher> Adobe Acrobat Sign for Salesforce.

    app-launcher-sign

  2. Select the Adobe Acrobat Sign Admin tab to launch the installation wizard.

    acrobat-sign-admin

  3. On the Adobe Acrobat Sign for Salesforce Setup wizard:

    • If you have an existing Acrobat Sign account:
      1. Select Sign in to Adobe
      2. On the login dialog, sign in with your Acrobat Sign admin credentials. 
      3. When prompted, select Allow Access.
        It displays a message saying Success! You have successfully authorized your Adobe account.
    • If you do not have an Acrobat Sign account:
      1. Select Sign up for a free trial account.
      2. On the new browser page that opens, create a new account. 
      3. Close the browser page, navigate back to the Salesforce page, and then select Sign in to Adobe.
      4. Follow the steps above to complete the signing-in process.
    setup-wizard-1

    Poznámka:

    The Enable Adobe Analytics and add *.adobe.io to CSP Trusted Sites feature is enabled by default for most newly installed accounts. 

    This setting allows Adobe Acrobat Sign to collect usage data to improve the product. This data is used only for development and not for marketing purposes. Admins can enable/disable this feature on the Adobe Acrobat Sign Admin tab.

    Note: Organizations originating in Canada and the European Union have this option disabled by default.

     

  4. Select Next.

    setup-wizard-2

  5. On the “Step 2: Enable Adobe Acrobat Sign Automatic Status Updates” page:

    1. Select Enable.
    2. In the dialog that appears, select Allow.
      It displays a message saying Success! You've successfully enabled Automatic Status Updates for your account.
    setup-wizard-3

  6. From the bottom of the page, select Next.

    Once the setup is complete, the Setup Wizard displays a message saying Congrats! Your setup is complete.

  7. Select Done.

    You can now start using Adobe Acrobat Sign for Salesforce.

    After the initial setup, you can use the Adobe Acrobat Sign Admin tab to access advanced Adobe Acrobat Sign features, account setup, and other resources. 

    setup-wizard-4

    Poznámka:
    • If you run into issues sending agreements, you can contact Adobe Support to ensure that your Adobe Acrobat Sign account is slotted in the right channel for the Salesforce integration, which is the default for Salesforce users.
    • If you are using Salesforce Professional Edition, you will need to complete installation by following the additional steps in the section Adobe Acrobat Sign for Salesforce Professional Edition - Additional Installation Steps.


Add the Agreements Object to Page Layouts

You can improve the usability of Adobe Acrobat Sign by adding the Agreement object to the page layouts. Users need to interact with the Agreements object most when sending documents for signature.

  1. Go to the Adobe Acrobat Sign Admin tab and select Send for Signature Components.

  2. On the dialog that appears, select a page layout that you want to modify from the given options: Account, Opportunity, Contract, Lead, and Contact.  

    add-send-for-sginature-component

  3. From the left panel of the object page that appears, select Page Layouts.

  4. Select the page layout that you want to edit.

  5. From the left panel, select Related Lists, then drag and drop the Agreements object to the desired place on the page layout.

    opportunity-drag-agreements

  6. Select Save.

    Opportunity view with Agreement

    With the Agreement object in place, you can see all agreements related to the Salesforce object, or send new agreements directly from the relevant record.

Optional Post-Install Configurations

Adobe Acrobat Sign allows for a very wide array of optional configuration options that can elevate your e-signing experience.

To learn about the optional and valuable configurations, refer to the Advanced Configuration guide.

Enable Delegator Roles for Recipients

Poznámka:

Delegator roles are only supported in the Lightning environment

The Delegator roles are a placeholder for the situations where you know someone will have to interact with the agreement, but you can’t determine who that will be at the time you are sending the agreement.  The Delegator is not expected to act, so no fields are available to them when they receive the document.  Once they have delegated the agreement, the delegatee will have full access to all of the fields designated for their access.

There are delegator options for all five of the standard roles (signer, approver, acceptor, form filler, and certified recipient).

To enable the Delegator roles:

  1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings.

  2. On the Custom Settings page, select Adobe Sign Settings.

    custom-settings

  3. On the Adobe Sign Settings page, select Manage.

    custom-settings-manage

  4. Select New (or Edit, if you have configured settings before).

  5. Select the checkboxes for values you want to adjust with the “Find” function (cmd/ctrl + f):

    • Enable Delegate Acceptor Role - Needed when you want to delegate an Acceptor role.
    • Enable Delegate Certified Recipient Role - Needed when you plan to delegate a certified recipient.
    • Enable Delegate Form Filler Role - Used when you have to delegate a Form Filler role.
    • Enable Recipient Delegate Approver Role – Needed when you plan to delegate to Approvers.
    • Enable Recipient Delegate Signer Role – Needed when you are going to delegate to Signers.
    edit-custom-settings

  6. Select Save.

Add Agreements to other Salesforce Objects

You may associate Adobe Acrobat Sign Agreements with Salesforce objects of your choosing (standard or custom objects). This enables you to create Agreements that are linked to those objects and shows all the related Agreements on that object’s page.

Follow the steps below to associate Agreements with an object:

  1. Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.

  2. Select Agreement.

  3. From the lef panel, select Fields & Relationships.

  4. Select New.

  5. In Step 1. Choose the field type, select Lookup Relationship, then select Next

    Select Lookup Relationship

  6. In Step 2. Choose the related object, select your object (Order in this example) from the drop-down, then select Next.

  7. In Step 3. Enter the label and name for the lookup field, enter a Field Name and select Next.  

  8. In Step 4 and Step 5, select Next.

  9. In Step 6. Add custom related lists, ensure that the Add Related List option is enabled then select Save.


Advanced Identity Authentication Methods

Legally, authenticating to an email account (and thus the signing URL on the email) is sufficient to capture a binding signature. However, in many cases, a second-factor authentication for the signer’s identity is desired. Adobe Acrobat Sign provides four second-factor identity verification methods (US-based customers have five options when KBA is included):

  • Password (enabled by default) —Recipients enter a password to view and sign the agreement. Password must be separately communicated to the recipients. Enabled by Default
  • Phone Authentication—Recipients are sent an automated text (SMS) message or phone call with the required code.
    • Per transaction costs apply
    • Disabled by default
  • Knowledge-Based Authentication—Recipients answer questions taken from publically accessible databases to verify their identity.
    • Per transaction costs apply
    • US-based signers only
    • Disabled by default
  • Government ID Authentication - Recipients submit an image of a passport or government-issued ID/Driver's License
    • Per transaction costs apply
    • Must be enabled by your success manager in the Acrobat Sign system
    • Disabled by default

There are two configuration options to consider:

  • Which (if any) second-factor verification methods do you want to enable?
    • Keep in mind that Phone, KBA, and Government ID authentication have a cost attached, so they should not be enabled unless there is a contract permitting this usage.
  • Do you want all signers to always use the same verification method, or do you want to set per recipient verification?
    • Also allowed is the idea of “internal” vs “external” signing methods. Acrobat Sign classifies any email address included in your Acrobat Sign account as an internal signer, whereas any email not in your account is external.
    • Strongly recommended if you're using a paid authentication method and collect internal counter-signatures.

Enable Advanced Identity Authentication Methods in Acrobat Sign

To enable the advanced authentication methods in the Adobe Acrobat Sign account:

  1. Log in to Adobe Acrobat Sign with your Account Administrator userID.

  2. Navigate to Account Settings > Send Settings > Identity Authentication Methods.

    Identity authentication methods

  3. Check the options you want to enable.

  4. Select Save.

Enable Advanced Identity Authentication Methods in Salesforce

To adjust the available authentication methods in Salesforce:

  1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings.

  2. On the Custom Settings page, select Adobe Sign Settings.

    custom-settings

  3. Select Manage.

    custom-settings-manage

  4. Select New (or Edit).

  5. Find the values you need to adjust using the “Find” function (cmd/ctrl + f).

    Method

    Setting

    Default

    Password

    Hide Signing Password

    Disabled

    Phone

    Enable Phone Authentication

    Disabled

    KBA

    Disable Knowledge Based

    Enabled

    Government ID

    Enable Government ID Authentication

    Disabled

  6. Once you've made the changes, select Save

Enable Advanced Identity Authentication per Recipient In acrobat Sign

Customers that implement second-factor verification will likely want to enable separate signer identity methods so their internal signers aren’t challenged as vigorously.

The configurable settings are in the same location as the verification methods.

To enable the options in the Adobe Acrobat Sign account:

  1. Log in to Adobe Acrobat Sign with your Account Administrator userID.

  2. Navigate to Account Settings > Send Settings > Identity Authentication for Internal Recipients.

  3. Select Enable different identity authentication methods for internal recipients.

  4. Check the verification options you want to allow for internal signers.

  5. Select Save.

Enable different Identity Authentication methods for internal recipients In Salesforce

To adjust the available authentication methods in Salesforce:

  1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings.

  2. On the Custom Settings page, select Adobe Sign Settings.

    custom-settings

  3. Select Manage.

    custom-settings-manage

  4. Select New (or Edit).

    It loads the Adobe Sign Settings page.

  5. Find the values you need to adjust:

    • Enable Separate Signer Identity Methods—Check this box to enable different identity verification methods for recipients in your Acrobat Sign account vs. those outside your Acrobat Sign account.
      For example, you can require that a customer be verified with Knowledge Based Identity before signing the document but require that your sales manager provide no second-factor verification.
    • Enable Per Signer Identity Verification—Enable this setting to allow each signer to have a different identity verification method, such as password, phone, KBA, or Government ID.
      If both Separate and Per Signer methods are enabled, Per Signer is the observed behavior
  6. Select Save.

Adobe Acroabt Sign for Salesforce - Professional Edition

If you are using Salesforce Professional Edition, please make sure to follow the instructions in the following sections after completing the standard installation steps.

  1. Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.

  2. From the left panel, select Agreement.

  3. From the left panel, select Page Layouts.

  4. Under Page Layout Name, select Agreement Layout Professional.

  5. With Fields selected, drag and drop the following fields to the page layout:

    • Recipient (User)
    • Additional Recipient 1 (User)
    • Additional Recipient 2 (User)
    • Additional Recipient 3 (User)
    • Enable Automatic Reminders
    • Recipient Addresses
    • Merge
  6. Select Save.

  1. Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.

  2. From the left panel, select the Recipient.

  3. Select Page Layouts.

  4. Under Layout Name, select Echosign Recipient Layout Page.

  5. With Fields selected, drag and drop the following fields to the page layout:

    • Agreement
    • Contact
    • Email Address
    • Lead
    • Order Number
    • Person Account
    • Recipient Type
    • useEmailAddress
    • User
    • Merge
  6. Select Save.

Things to consider

Adobe Acrobat Sign configurations

All the custom objects shipped in Adobe Acrobat Sign for Salesforce are set to Private access at the Organization Default Level Setting.  This is in place to ensure proper level security as per Salesforce Security guidelines.

Admins should carefully read through and understand the Record Level Sharing (and other permission models) in Salesforce. This trailhead is useful if you need a refresher.

If your business requirements warrant a less restrictive environment, that can be achieved:

  • Navigate to Setup > Security > Sharing Setting 
  • Edit the sharing permission to “Public Read/Write” for the objects as per your requirement 
  • Click Save when done

Changing objects to Public access means the record can be viewed/edited by all the authenticated users.

We recommend using role hierarchy, groups, profile permission, permission sets, etc for this purpose instead of changing the Organization-wide default.

Salesforce controls

The below settings are not specific to the Adobe Acrobat Sign for Salesforce application, but they are resources that are used. 

Because any change to these settings apply to the whole Organization (including other apps installed in the Org, as well as custom code), Adobe Acrobat Sign does not want to override the admin’s configured setting.

However, we strongly recommend enabling these settings for the following reasons:

Clickjacking attacks typically use a combination of stylesheets, iframes, and form elements to convince a targeted user that they are interacting with an innocuous page when instead, they are typing into or clicking on an invisible frame controlled by an attacker.

A successful clickjacking attack could circumvent cross-site request forgery (CSRF) protections that attempt to confirm transactions with the user, resulting in an unwanted transaction.

This can be prevented by modifying session security settings and enabling:

  • Enable clickjack protection for Setup pages
  • Enable clickjack protection for non-Setup Salesforce pages
  • Enable clickjack protection for customer Visualforce pages with standard headers
  • Enable clickjack protection for customer Visualforce pages with headers disabled

https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/admin_sessions.htm#SLS_s1

Without the HttpOnly attribute set on a cookie, an attacker can use client-side JavaScript for a cross-site scripting attack and capture the cookie's value via the injected script.

Note that the restrictions imposed by the HttpOnly attribute can potentially be circumvented in some circumstances and that numerous other serious attacks can be delivered by the client-side script injection, aside from simple cookie stealing.

You can prevent this threat by modifying session security settings and enabling Require HttpOnly attribute.

https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/admin_sessions.htm#SLS_s1

This setting commands the web client (i.e., browser) to ensure that all subsequent requests are forced to use HTTPS, thereby helping prevent man-in-the-middle attacks that can occur if the user or application ever initiates any HTTP requests.

Enable HSTS for Sites and Communities.

https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/admin_sessions.htm#SLS_s1

 

Common Issues

Granting Access to Additional Profiles

During installation, you may have only granted Administrators access to Adobe Acrobat Sign for Salesforce.

To extend access to additional user profiles, refer to Adobe Acrobat Sign for Salesforce: Granting Profile Access.

Updating Email Addresses or Passwords

Administrator Salesforce Account Password Changes

If the Salesforce password or username has changed for the account linked to Adobe Acrobat Sign for your Salesforce Org, remember to update it so that status updates continue to work appropriately for agreements in your Org.

  1. Navigate to the Adobe Acrobat Sign Admin page and select Enable Automatic Status Updates.
  2. Select Enable.
  3. When prompted, allow access to Adobe Acrobat Sign.
enable-automatic-status-updates

Updating user email addresses in Adobe Acrobat Sign

If a user in your Salesforce organization has an email address change, that user’s email address must also be changed in Adobe Acrobat Sign.

Acrobat Sign users can change their own email addresses. To learn how to change email addresses in the Acrobat Sign Help, refer here.

Acrobat Sign account administrators can also change the email addresses of users using the bulk update feature. To learn how to use bulk updates in the Acrobat Sign Help, refer here.

Lead lookup in Professional and Enterprise editions fails

Professional and Enterprise editions will fail to do a Lead lookup if the user's Profile does not permit access to the Mobile field of the Lead object.

To correct:

  • Navigate to: Setup > Platform Tools > Objects and Fields > Object Manager
  • Select Lead from the list of objects on the left of the window
  • Select Fields & Relationships from the options on the left rail
  • Click on the Field Label for the Mobile field
  • Click the Set Field-Level Security button
  • Set the appropriate Profiles to enable (check) Visible and Read-Only
  • Click Save

Enable/Disable analytics collection

An optional Analytics setting is implemented to allow Adobe Acrobat Sign to collect usage data to improve the product. This data is used only for development and not for marketing purposes.

Note that:

  • The analytics setting is enabled by default for most customers.
  • The analytics setting is disabled by default for customers in Canada and the European Union.
  • You can disable/enable the analytics setting by selecting Analytics Settings on the Adobe Acrobat Sign Admin tab.
analytics-settings

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