Adobe Sign for Salesforce Release Notes

Salesforce agreement templates now have the option to hook into Adobe Sign's custom workflows, allowing you to map complex signature processes in Adobe Sign, and then import that structure into a Salesforce Tempalte:

Adobe Sign for Salesforce 21.5.11 is a required installation point for organizations that want to continue using Adobe Sign under the new security frameworks being put into place by Salesforce and Adobe Sign (ie: Upgraded APIs).

The 21.5.11 package dereferences two pages (MyEchoSign.page and AboutEchoSign.page) clearing the way for their ultimate removal.

No changes are made in feature capability or user functionality for this package, though some issues have been resolved:

The Winter 2019 Adobe sign for Salesforce (v21) release updates three core elements to the package for new deployments, while maintaining backwards compatibility for existing customers:

• Updates for agreements are pulled from Salesforce (vs. pushed from Adobe Sign)
• The Agreement Template page has been redesigned to improve clarity with a tabbed structure (vs. the scrolling window)

Additionally, adjustments have been made to bring the Salesforce experience into better alignment with the Web experience.  To this end, 

• The new Government ID authentication method has been added
• The event messages for agreements have been adjusted
• Drag and drop support has been added to the Lightning experience

When mapping file storage through the Data Mapping process, a new check box has been added to explicitly force the storage as an Attachment.

If this option is not selected, the content is stored as a File.

v21 changes the update process for Agreements in Salesforce. Instead of pushing updates to Salesforce, Adobe Sign will notify Salesforce that updates are available, and then Salesforce can pull them in. This helps alleviate issues where Salesforce is offline at the time Adobe Sign pushed the update.

Additionally, agreements now update asynchronously, where all previous version were synchronous.

To support the new update process, a new section has been added to the Custom Settings section in Salesforce: Adobe Sign Agreement Update Settings

Five previously existing settings have been relocated to this category from the Adobe Sign Settings section:

Three new settings are being added:

• Show Images – When enabled, images of the agreement PDF are displayed on the agreement page
• Update Agreement Events – When enabled, Salesforce will update the events for agreements when notified by Adobe Sign
• Update Agreement Status – When enabled, Salesforce will actively update agreement statuses when notified by Adobe Sign

Manually updating an agreement now updates all elements of an agreement (recipients, events, Images, etc) instead of just the status.

The Push Map Settings have been re-worked to apply broadly to all Agreements, so the custom settings section that governed these settings has been renamed to better reflect that they apply to the recipients of all agreements, and not just Push agreements.

Additionally, five new settings have been added to expand the ability to update the recipients related to agreements:

• Create Missing Recipients (enabled by default) - Enable this setting to create missing recipients
  • New recipients get created in the case of Agreement Push Mapping, Replace Signer, or Delegate Signer workflow
• Enable Participation Sets - Enable this setting to create and update Participation Sets
• Update Delegated Recipients (enabled by default) - Enable this setting to mark the recipients as Delegated when they are delegated by the Signer or Sender
  • These recipients are hidden from the Agreement View page
• Update Recipients (enabled by default) - Enable this setting to update existing recipients attributes such as Status
• Update Replaced Recipients (enabled by default) - Enable this setting to mark the recipients as Replaced when they are replaced by the Sender from the Manage page
  • These recipients are hidden from the Agreement View page

The manual update process has been improved to update the entire suite of Agreement objects, including all links, images, events, status, and data mappings.

The event descriptions for agreements are being updated with three changes:

• The generic term “Document” is being used instead of the agreement’s name
• The email address of the user is being inserted after the name value
• The IP address is being included

The new Government ID authentication method has been added as a custom option in the Adobe Sign Settings section.

Government ID is a premium identity authentication method that must be enabled by your success manager before it can be deployed.

The Lightning experinece now allows you at add docuemts to your new Agreements by dragging them from your local system and dropping them in the Files area.

Documents added via drag and drop are uploaded to your personal Files in Salesforce.

The Agreement Template interface has been updated to provide improved clarity of the template content in five tabs.

Simple Sign is an easy out of the box component to allow community portal users to sign self service agreements. Add this component to any Salesforce Community Cloud portal (customer, partner, employee, etc.), or embed the component into other Lightning components.

The Adobe Sign CPQ component has been improved to streamline the process of attaching the Quote PDF to the Agreement in one button click using the Generate Adobe Sign button or LEX component.

Overview

The Summer 2018 Salesforce (v20) release expands the functionality within the Lightning experience, and enables several new high-demand features that customers have been asking for.

Support for the Salesforce Process Builder

Actions have been added to support the Salesforce Process Builder. 

Admins can create processes that can trigger Agreement creation from a template, as well as Send, Remind, Update, Cancel and Delete actions.

Expanded Roles for recipients

Three new roles, with the accompanying delegator roles for each, have been added!  Now you can create signature flows that include Acceptor, Form Filler, and Certified Recipients, as types of participants.

Improved Sandbox support

On 3/16/2019, Salesforce will automatically enable a critical update that will strip the URL of the shard identification.

Prior to v20, the URL was used to parse out the shard information, and instruct Adobe Sign as to the nature of the SFDC instance that was attempting to communicate (Production or Sandbox).

After 3/16/2019, customers on v19 or older will need to contact Support to flag their Sandbox environments, allowing the OAuth process to connect.

Customers that have v20+ installed will gracefully navigate the OAuth process, without having to involve Adobe Sign support.

Recipients related to each event they trigger

The Agreement Event object now relates the events with the recipient that triggered the event, allowing for a detailed understanding of the step by step signature process as it relates to the recipients.

Recipient IP address field added

The Agreement Event object has had a new field added: Acting User IP Address

This new field imports the IP address for any event logged against the agreement, and relates it to the user that triggered the event.

Reports can be generated to expose the IP information

Fetch and Update Legacy Document Keys

Accounts that are still using Adobe Sign for Salesforce v13 or older can now upgrade to a modern version of the package, and update the respective document keys for their existing agreements.

v20.8 (Incremental Patch)

Field API Names added to the select list for Data/Merge Mapping

A new setting has been added to expose the API name of a field when defining data or merge mapping.

To enable this feature:

1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings
   • This loads the Custom Settings page
2. Click the label Adobe Sign Settings
   • The Adobe Sign Settings page will load

3. Click the Manage button

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

• The Adobe Sign Settings page will load

5. Use your “Find” function (cmd/ctrl + f) to locate Show File API Name

6. Click Save

Resolved Issues

v20.9 (Security Patch)

Customers that are upgrading and have large files or push agreements configured should carefully review the upgrade process before installing the new package:

Upgrade process for large file service

Upgrade process for push agreements

Callback User to replace the Callback Site Profile

Due to security concerns around granting broad object access to a Salesforce callback site, v20.9 introduces a new user-based authentication process which helps ensure superior control over access to agreement objects.

Callback sites have traditionally been used for customers that enable large file service and push agreements. All customers that have one or both of these features enabled are strongly advised to upgrade to v20.9, enable the new Callback User feature, and remove all permissions from the Site user.

The Callback User is enabled through a new control on the Adobe Sign Admin page, just under the Adobe Account link.

v20.11 (Incremental Patch)

Issue 621/14678 overcomes a previous limitation of the Lightning environment that prevented the automatic relationship between an agreement and the parent SFDC object that launched the agreement.

Resolved Issues

The Winter 2018 Salesforce (v19) release expands the functionality within the Lightning experience, and enables several new high-demand features that customers have been asking for.

Batch actions from the Lightning pages

The ability to Create, Send, Remind, Cancel, Delete, and Update agreements in bulk is now available to the Lightning interface, with an improved process that summarizes the action being taken, before the final execution of the action.

New Permission Sets to speed user enablement

Admins that install the Adobe Sign for Salesforce application, but can't opt for the "All Users" option, were faced with a significant manual process to make objects and fields accessible to individual users.

But no more!  With the addition of three new permission sets, Admins can quickly apply all of the permissions to individual users without having to step through each field for each object.

The three options are:

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

Superior Written Signature workflow

Get the accuracy and auditability of electronic signing with handwritten signatures. Let signers fill, print, sign, scan, and return documents without a fax machine. Everything is captured and managed electronically, so you’ll get legible text plus signer verification data in the audit trail.

The Written Signature workflow replaces the antiquated Fax process, and produces a much more consistent and professional result.  Check here for more details.

Email components for Outlook and Gmail

The Adobe Sign for Salesforce Email component will function on the Microsoft Outlook Web App (OWA), Outlook 2016, Outlook for Mac 2016, or Outlook 2013. This same component package also works for the Gmail for Work integration.

The email component is a separate installation, but only takes a few minutes to install and configure.

Click here for installation details.

Improved reflowable Send page for multiple screen sizes

Smaller screen devices are becoming more and more common for regular business actions, and left-right scrolling is painful when you want to get something done efficiently. To help those users that love their tablets, the Send page has been refactored to be flowable into a much wider range of screen widths, without losing any functionality.

Integration component for Salesforce CPQ

Speed your delivery of CPQ quotes directly from Salesforce to your customer's email box, ready to sign using the Adobe Sign CPQ connector component.

Salesforce Community Cloud Portal (Self-Signing) support

Community portals can now include an Adobe Sign component that provides agreements ready to be signed by portal users.

Salesforce Admins have the ability to publish agreements, establish a deadline date, and define a renewal cycle as needed.

Users can access the community site, generate a new agreement, and sign it right from the portal.

v19.4 - Released January 2018

Update Legacy Document keys if upgrading from a version older than v14 

When the Adobe Sign application for Salesforce is upgraded from versions lower than v14 to the current build, users might not be able to perform actions such as Delete, Cancel, View, Remind, or Update on the existing agreements that were sent by other users before upgrade. 

Users may prompt an error when one of these actions is executed, similar to:

“INVALID_DOCUMENT_KEY” or “An internal server error has occurred”

This happens due to a legacy document key style that was used in versions of the application before version 14.

A one-time migration of those legacy keys is required. To this end, a new affordance as described below:

After completing the set-up steps, the following links will be available on the Adobe Sign Admin page:

• Fetch Missing Document Keys – Clicking this link will perform a batch action for fetching missing document keys for existing agreements
• Update Legacy Document Keys - Clicking this link will flush out the existing legacy document keys and fetch the new document keys for all the agreements existing in the org. 

In case there are any agreements that don’t have associated document keys, it will fetch document keys for them as well

Once the agreements have new document keys, users will be able to perform all agreement actions on existing agreements sent by other users.

v19.5 - Released February 2018

Localization for the Norwegian language has been added.

When upgrading from v19.0 – v19.4 to 19.5

Enable Translations (If you already use a localized version of Salesforce, these steps will be done)

• Log in to Salesforce as an Admin
• Navigate to Setup > Platform Tools > User Interface > Translation Workbench > Translate
• Click Enable

Enable Norwegian as a language option

• Log in to Salesforce as an Admin
• Navigate to: Setup > Platform Tools > User Interface > Translation Workbench > Translate Settings
• In the Language pick-list, select Norwegian
• Click Save

Update Translations

• Navigate to: Setup > Platform Tools > User Interface > Translation Workbench > Translate
  • Select the Language as Norwegian
  • Select the Setup Component as Picklist Value
  • Select Object as Agreement

• In the Master Picklist table, expand the Agreement Status folder
• Double-click the column space next to the English status to open the text field where the translation can be entered. Enter the values per the table below:      

o   Click Save

• In the Master Picklist table, expand the Language folder and enter the below values:

o   Click Save

• Change the Object pick-list to Form Field Mapping Entry
• Expand the Source Type folder
• In the Master Picklist table, expand the Language folder and enter the below values:

o   Click Save