Go to Salesforce AppExchange and install the Adobe Acrobat Sign application package.
If installing the package for Government Cloud, enter your government cloud admin credentials.
Adobe Acrobat Sign for Salesforce integration is designed to provide you with a smooth e-signing experience that has multifold benefits, including:
Acrobat Sign for Salesforce works on any browser and mobile device. You can get the app from the AppExchange, and it supports various Salesforce editions: Professional, Enterprise, Unlimited, Developer, and Performance.
To install Adobe Acrobat Sign for Salesforce, follow these steps:
For any questions or additional assistance, contact Adobe Acrobat Sign support or your designated Client Success Manager.
Once you've completed the installation and setup, you can Configure the Acrobat Sign for Salesforce package as per your requirements.
Before you install the Adobe Acrobat Sign for Salesforce package, contact the Acrobat Sign support team to ensure that:
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:
New customers (testing and installing for the first time)—You can easily install it and start sending test agreements within minutes. The basic installation process to get it up and running only takes 15 minutes.
Existing customers (upgrading from previous versions)—We highly recommend that existing customers upgrade to the latest version of the package. By doing so, you can benefit from the latest features and receive the best support available. For more information on upgrading to Adobe Acrobat Sign for Salesforce v23.x from a prior version, see the Upgrade guide.
Lightning experience support—The Adobe Acrobat Sign package fully supports the Lightning Experience. The instructions provided here are designed for the Lightning interface.
Testing on Salesforce sandbox—When testing on a Salesforce sandbox, you often use a fake email address that isn't accessible, such as user@company.com.sandboxname. Using a fake email address may cause issues if you want to change your email address later when you move to Production. Your Adobe Acrobat Sign account would be linked to a non-existent email address, making it impossible to verify and make email changes.
In such cases, we suggest that you change your Salesforce sandbox email to a real email address before you start testing. This ensures that your Adobe Acrobat Sign account is associated with a valid email address.
Note: Salesforce administrators can’t launch the Set Up wizard in Edge browsers.
You must have a Salesforce account to install the Adobe Acrobat Sign package. If you don’t, you can create one during the installation process as described below:
Go to Salesforce AppExchange and install the Adobe Acrobat Sign application package.
If installing the package for Government Cloud, enter your government cloud admin credentials.
When prompted, select which environment to install into, Production or sandbox.
On the Confirm Installation Details page:
When prompted to log in to your Salesforce organization, provide your login credentials and select Login into Salesforce.
On the Install Adobe Acrobat Sign page:
Once the installation is complete, you receive an email notification that the package is installed.
To verify the installation go to Setup > Platform Tools > Apps > Installed Packages.
The Installed Package page displays your installation information.
You must complete the setup process using the setup wizard to activate the integration and start sending agreements. Refer to the setup process steps correspoding to the environment that you are using:
Log in to Salesforce and find the Adobe Sign for Salesforce App > Adobe Sign Admin Tab > Account Settings > Launch Set up wizard and login to your Acrobat Sign account.
You must assign the users with the right Perrmission Sets before they can start sending Adobe Acrobat Sign agreements from Salesforce.
Acrobat Sign installs four permission sets to facilitate granting field-level access to the custom objects:
To enable the 'Send on the Behalf of' feature, you must assign the 'Adobe Acrobat Sign Admin' permission set to Salesforce admins. Learn how to enable sending on behalf of others.