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Adobe Sign for Salesforce - Advanced Customization/Settings Guide

A guide to the custom settings available within the Adobe Sign for Salesforce package

Overview

Adobe Sign for Salesforce includes a wide range of customizable features to help tailor your document signature process so it fits in seamlessly with your over-all workflow.

This document is supplemental content to the Salesforce installation guide, and enumerates all of the available custom features and back end processes that are available to Administrators. Developers looking to connect their application to the Adobe Sign app should reference the Developers documentation.

Most of the settings described herein only require Salesforce configuration to become effective. The few settings that do require Adobe Sign side configurations are so noted.

Adobe Sign Tabs

Tabs

Adobe Sign installs eleven custom tabs, all of which are Default On (assuming you installed with access to All Users). It is suggested that you review these tabs and their functions to determine if all, some or none of your users will need access to them, and to disable tabs that aren’t needed to reduce user side clutter.

Adobe Sign Tabs

Agreements

Data Mappings

Group Mappings

Agreement Templates

Adobe Sign Manager

Manage Agreements

Batch Agreements

Adobe Sign Admin (x2)

Merge Mappings

Agreement Types    
הערה:

There are two Adobe Sign Admin tabs that show up in the Lightning interface.

One is for a Visualforce page and the other for Lightning but there is no way to make a Visualforce tab not show up in Lightning Experience, so both are exposed.


Tabs by Function

User:

  • Agreements – One of the primary objects to allow users to create and review their agreements.  This should be enabled for all users that use the application.
  • Adobe Sign Manager – Primarily used if you have deployed Adobe Sign on Salesforce1. If you are not using Salesforce1, then suppressing this tab is appropriate.               
  • Manage Agreements – This tab opens a portal to the Adobe Sign Manage page. This page has tools that permit the user to fully manipulate the agreement directly in the Adobe Sign web space.  Generally speaking, Salesforce customers want to control contract/document manipulation purely within the Salesforce environment so events are fully logged in the CRM system, and thus would hide this tab from all but Admins.

 

Power User

  • Batch Agreements – Used by people that need to generate a large number of agreements based on an Adobe Sign template and a Salesforce query (to define the recipients). Expose this tab only to users/profiles that will send large numbers of the same document. (eg: Annual Policy Agreements; Contract Renewal documents)

 

Administrator

  • Adobe Sign Admin – Only expose this tab to the Salesforce Admin profile. There is no reason for non-Admin users to access this content.           
  • Group Mappings – These settings allow the Salesforce Admin to automatically have Adobe Sign move users into groups based on SFDC Profiles.  Only valuable to Admins.
  • Agreement Types - Helps to identify and locate all agreements of a specific category.
  • Agreement Templates – For designing Agreement templates.  This should be Admin only in most cases.
  • Data Mappings – Used purely for defining data mappings to push document content back into Salesforce.  For most customers, this will be Admin only.
  • Merge Mappings – The counterpart to Data Mappings, this tab defines what Salesforce content can be merged into a document before it is sent for signature.  Again, probably only for Admins

Customizations for Salesforce

Settings allow you to change the behavior of Adobe Sign for Salesforce and customize it to fit to your business needs. The default values reflect the most common configurations that customers prefer, and will be in effect unless you explicitly change them. 

Adobe Sign for Salesforce supports various custom settings:

  • Adobe Sign Settings control which features are exposed to your Adobe Sign users and also sets the application’s behavior. This is the main set of core settings for the application.
  • Adobe Sign Agreement Recipient Settings controls how recipient records are created and updated
  • Adobe Sign Agreement Update Settings control the features that define how the agreement is updated in Salesforce
  • Adobe Sign Environment Settings control the default URLs and environment settings.
  • Adobe Sign Toolbar Settings control the buttons that appear in the Adobe Sign Toolbar.
  • Adobe Sign Merge Mapping Settings control how attachments are handled whenever there is a merge mapping used.
  • Adobe Sign Chatter Settings control which agreement events will result in Chatter posts and where the Chatter posts will appear. These settings only appear if you have the Adobe Sign for Chatter app installed on your org.
  • Adobe Sign Lead Conversion Settings control the disposition of the agreements that are associated with a lead when it is converted to an account, contact, or opportunity.

Settings can be set for the entire Salesforce organization or for specific users and profiles:

Customizable Settings

The customizable settings are broken out to functional sections in Salesforce, and that structure is replicated below. Each of the discrete settings are listed within the functional setting.

o Adobe Sign Agreement Recipient Settings

Adobe Sign Agreement Update Settings

o Adobe Sign Chatter Settings

o Adobe Sign Environment Settings

o Adobe Sign Lead Conversion Settings

o Adobe Sign Merge Mapping Settings

o Adobe Sign Settings

o Adobe Sign Toolbar

 

Due to the volume of items in the Adobe Sign Settings section, the content is presented twice:

  • By Function – To facilitate achieving a functional goal, and ensuring all of the relevant settings are considered
  • Alphabetically – To find a specific setting quickly

Adobe Sign Custom Settings

Automation and Background Actions

Adobe Sign for Salesforce has the ability to turn on background actions for agreements to automate workflows. This includes: sending agreements, sending reminders, updating agreement status, deleting agreements or canceling agreements.

Background Actions

  • Through automatic workflows or triggers, Salesforce can automatically send a document for signature without additional user intervention. You can also set up trigger or workflows to send reminders and to delete, cancel, or update agreements automatically. To do so, you may need to allow users or workflows to send on behalf of another user.
  • Background actions are enabled via an Agreement picklist field called ‘Background Actions’. When the field switches from one value to another, the action is triggered. Make sure to trigger actions that are only allowed for the status of the Agreement. (E.g. you cannot send a reminder for an agreement that is already in the cancelled status.) 
  • Also, you can enable the ‘Send for Signature’ button to automatically send agreements using a predefined Agreement Template without requiring user to view the agreement page first. This is achieved by enabling the ‘Auto Send’ option on the Agreement Template. See Agreement Templates for more information.

onLoadactions

Salesforce can automatically trigger actions via the onLoadAction URL parameter supported by Adobe Sign for the Agreement button actions: Send, Remind, Delete, Cancel, Update, and View. The URL parameter will respect the Toolbar Settings set by the administrator so that only those that are enabled will be available.

Example of URLs with onLoadAction:

Send: Make sure you have an agreement with status Draft in your account.

https://echosign-dev1.ap1.visual.force.com/apex/EchoSignAgreementAdvanced?id=[agreementID]&sfdc.override=1&onLoadAction=send

 

Remind: Make sure you have an agreement with status Out for Signature in your account.

https://echosign-dev1.ap1.visual.force.com/apex/EchoSignAgreementAdvanced?id=[agreementID]&sfdc.override=1&onLoadAction=remind

 

Delete: Make sure you have an agreement with status Out for Signature in your account.

https://echosign-dev1.ap1.visual.force.com/apex/EchoSignAgreementAdvanced?id=[agreementID]&sfdc.override=1&onLoadAction=delete

 

Cancel: Make sure you have an agreement with status Out for Signature in your account.

https://echosign-dev1.ap1.visual.force.com/apex/EchoSignAgreementAdvanced?id=[agreementID]&sfdc.override=1&onLoadAction=cancel

 

Update: Make sure you have an agreement with status Out for Signature in your account.

https://echosign-dev1.ap1.visual.force.com/apex/EchoSignAgreementAdvanced?id=[agreementID]&sfdc.override=1&onLoadAction=update

 

View:  Make sure you have an agreement with status Out for Signature, Signed, or Cancelled in your account.

https://echosign-dev1.ap1.visual.force.com/apex/EchoSignAgreementAdvanced?id=[agreementID]&sfdc.override=1&onLoadAction=view

Adobe Sign Integration with other Salesforce Apps

Adobe Sign is integrated with several Salesforce apps that allow you to extend your Salesforce workflows even further. Learn more about each of these apps and get them on the AppExchange.

Advanced Document Generation

Subscriptions & Billing

Contract, Proposal, and Quote Management

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