Go here to access the Adobe Acrobat Sign application package on the Salesforce AppExchange.
- Adobe Acrobat Sign Integrations
- What's New
- Product Versions and Lifecycle
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Outlook
- Acrobat Sign for Word/PowerPoint
- Acrobat Sign for Teams
- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
- Acrobat Sign for Microsoft Dynamics
- Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
- SharePoint Online: Release Notes
- Acrobat Sign for Microsoft 365
- Acrobat Sign for ServiceNow
- Acrobat Sign for HR ServiceNow
- Acrobat Sign for SAP SuccessFactors
- Acrobat Sign for Workday
- Acrobat Sign for NetSuite
- Acrobat Sign for SugarCRM
- Acrobat Sign for VeevaVault
- Acrobat Sign for Coupa BSM Suite
- Acrobat Sign Developer Documentation
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.
- Integrate Acrobat Sign into Salesforce CPQ and Salesforce Digital Experience.
- Get signed documents 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 are required in some browsers.
- Navigate to Setup > Settings > Security > Session Settings, and ensure that Lock sessions to the IP address from which they originated are disabled.
- Assign a valid license to the Adobe Acrobat Sign Users and Administrators.
- Check the 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:
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Select Get It Now.
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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.
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When prompted, select which environment to install into, Production or Sandbox
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On the Confirm Installation Details page:
- Review the installation information and terms and conditions.
- Select the Terms and Conditions check box.
- Select Confirm and Install.
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When prompted to log in to your Salesforce organization, provide your login credentials and select Login into Salesforce.
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On the Install Adobe Acrobat Sign page:
- Select Install for All Users.
- Select Install.
It displays a notification saying that the installation will take some time. - Select Done to continue.
Once the installation is complete, you receive an email notification that the package is installed.
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To verify the installation go to Setup > Platform Tools > Apps > Installed Packages.
The Installed Package page displays your installation information, as shown below.
Configure the package (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.

Launch the Adobe Acrobat Sign Setup Wizard
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Select App Launcher> Adobe Acrobat Sign for Salesforce.
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Select the Adobe Acrobat Sign Admin tab to launch the installation wizard.
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On the Adobe Acrobat Sign for Salesforce Setup wizard:
- If you have an existing Acrobat Sign account:
- Select Sign in to Adobe.
- On the login dialog, sign in with your Acrobat Sign admin credentials.
- 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:
- Select Sign up for a free trial account.
- On the new browser page that opens, create a new account.
- Close the browser page, navigate back to the Salesforce page, and then select Sign in to Adobe.
- Follow the steps above to complete the signing-in process.
Note: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.
- If you have an existing Acrobat Sign account:
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Select Next.
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On the “Step 2: Enable Adobe Acrobat Sign Automatic Status Updates” page:
- Select Enable.
- In the dialog that appears, select Allow.
It displays a message saying Success! You've successfully enabled Automatic Status Updates for your account.
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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.
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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.
Note:- 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.
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Go to the Adobe Acrobat Sign Admin tab and select Send for Signature Components.
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On the dialog that appears, select a page layout that you want to modify from the given options: Account, Opportunity, Contract, Lead, and Contact.
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From the left panel of the object page that appears, select Page Layouts.
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Select the page layout that you want to edit.
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From the left panel, select Related Lists, then drag and drop the Agreements object to the desired place on the page layout.
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Select Save.
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
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:
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Navigate to Setup > Platform Tools > Custom Code > Custom Settings.
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On the Custom Settings page, select Adobe Sign Settings.
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On the Adobe Sign Settings page, select Manage.
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Select New (or Edit, if you have configured settings before).
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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.
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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:
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Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.
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Select Agreement.
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From the lef panel, select Fields & Relationships.
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Select New.
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In Step 1. Choose the field type, select Lookup Relationship, then select Next.
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In Step 2. Choose the related object, select your object (Order in this example) from the drop-down, then select Next.
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In Step 3. Enter the label and name for the lookup field, enter a Field Name and select Next.
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In Step 4 and Step 5, select Next.
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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 the following 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. It has a per-transaction cost involved. The setting is disabled by default.
- Government ID Authentication - Recipients submit an image of a passport or government-issued ID/Driver's License. It has a per-transaction cost involved. The setting is disabled by default and must be enabled by your success manager in the Acrobat Sign system.
- Knowledge-Based Authentication—Recipients answer questions taken from publically accessible databases to verify their identity. It has a per-transaction cost involved. The setting is applicable only for US-based users and is disabled by default.
You can enforce the same authentication method for all signers or set a per-recipient verification.
You can also specify different authentication methods for internal recipients (whose email address is included in your Acrobat Sign account) and for external recipients (whose email address is not included in your Acrobat Sign account).
Note: Since Phone, KBA, and Government ID authentications involve a per-transaction cost, they should be enabled only if the contract permits their usage.
Enable Advanced Identity Authentication Methods in Acrobat Sign
To enable the advanced authentication methods in the Adobe Acrobat Sign account:
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Log in to Adobe Acrobat Sign with your Account Administrator userID.
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Navigate to Account Settings > Send Settings > Signer Identification Options.
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Check the options you want to enable.
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Select Save.
To adjust the available authentication methods in Salesforce:
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Navigate to Setup > Platform Tools > Custom Code > Custom Settings.
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On the Custom Settings page, select Adobe Sign Settings.
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Select Manage.
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Select New (or Edit).
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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
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To mandate the recipient name for KBA authentication for all agreements, you can enable the 'KBA Recipient Name Required' custom setting, as shown below.
Once you enable this setting and select KBA as the signer verification method, the "Recipient name required" checkbox is automatically checked and disabled in the "Identity Verification" dialog.
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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:
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Log in to Adobe Acrobat Sign with your Account Administrator userID.
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Navigate to Account Settings > Send Settings > Identity Authentication for Internal Recipients.
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Select Enable different identity authentication methods for internal recipients.
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Check the verification options you want to allow for internal signers.
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Select Save.
Enable different Identity Authentication methods for internal recipients In Salesforce
To adjust the available authentication methods in Salesforce:
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Navigate to Setup > Platform Tools > Custom Code > Custom Settings.
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On the Custom Settings page, select Adobe Sign Settings.
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Select Manage.
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Select New (or Edit).
It loads the Adobe Sign Settings page.
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Find the values you need to adjust:
- Enable Separate Signer Identity Methods— Select the checkbox if you want to enable different identity verification methods for recipients within your organization and for recipients outside your organization.
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 you enable both Separate and Per Signer methods, the Per Signer Identify Verification setting is observed.
- Enable Separate Signer Identity Methods— Select the checkbox if you want to enable different identity verification methods for recipients within your organization and for recipients outside your organization.
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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.
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Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.
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From the left panel, select Agreement.
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From the left panel, select Page Layouts.
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Under Page Layout Name, select Agreement Layout Professional.
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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
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Select Save.
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Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.
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From the left panel, select the Recipient.
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Select Page Layouts.
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Under Layout Name, select Echosign Recipient Layout Page.
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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
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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
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.
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.
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.
- Navigate to the Adobe Acrobat Sign Admin page and select Enable Automatic Status Updates.
- Select Enable.
- When prompted, allow access to Adobe Acrobat Sign.

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.

More like this
- Adobe Acrobat Sign for Salesforce - Advanced Customization Guide
- Adobe Acrobat Sign for Salesforce - Field Mapping and Templates
- Adobe Acrobat Sign for Salesforce - Upgrade Guide
- Adobe Acrobat Sign for Salesforce - Development Documentation
- Adobe Acrobat Sign for Salesforce - User Guide
- Adobe Acrobat Sign for Salesforce - Configure Large Document Service
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