Adobe Sign for Salesforce - Email Component Install Guide

You must have the Adobe Sign for Salesforce v 18.37 or higher installed

My Domain must be configured (See Registering My Domain in the Salesforce.com help).

Installation

1. Click here to access the Adobe Sign component package on the Salesforce AppExchange.
2. Click the Get It Now button.
3. Select the appropriate login option.

• If you already have a Salesforce account, select Log in to the AppExchange
  • Enter your credentials to when prompted
• If you don’t have an account, select Continue as a Guest.
  • You will be prompted to create a trial Salesforce account.
  • When you are done, repeat steps 1 and 2 to log in with your credentials.

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

5. Review the installation information and terms and conditions:

• Check the Terms and Conditions check box to verify that you have read and agree to the conditions
• Click Confirm and Install! to start the installation process

6. When prompted to login to your Salesforce organization, enter the Username and Password then click Login in to Salesforce.

7. When the Install Adobe Sign page displays

• Select Install for All Users
• Click Install

Configure Lightning for Outlook

1. Once the installation is completed, ensure you are viewing Salesforce using the Lightning page layout

2. Navigate to: Setup > Administration > Email > Outlook Integration and Sync

• Enable Outlook Integration
• Enable Customize content with App Builder

3. Scroll down to Email Application Panes

4. Click Create New Pane (or Edit if you have an existing pane you want to use)

5. Within the Email Application Pane page layout, add the custom AgreementMailComponent.

• You can remove any of the other existing components if desired

6. Set the Agreement Template field to the template you want to use, or -- None --

• Some value must be selected or an error will prompt
• This is the template that will be invoked when the users click the Send New Agreement button in their email interface
• If -- None -- is selected, then the standard agreement page is used, not the “Default” template as defined on the Agreement Templates tab
• Agreement Templates with a Master Object Type defined may not be used. Attempting to use such a template will generate an error

7. Click Save at the top right of the window

8. If a Page Saved pop-up appears, click the Activate button

9. Assign Email Application Pane to one (or more) of your Salesforce profiles, or select the option to set as the default, and click Next

10. Review the assignment of the template, and click Activate

Once the Email Application Pane is configured and activated, it is ready for your end-users to connect their email clients

Configure Lightning for Gmail

1. Once the installation is completed, ensure you are viewing Salesforce using the Lightning page layout

2. Navigate to: Setup > Administration > Email > Gmail Integration and Sync

• Enable Gmail Integration
• Enable Customize content with App Builder

3. Scroll down to Email Application Panes

4. Click Create New Pane (or Edit if you have an existing pane you want to use)

5. Within the Email Application Pane page layout, add the custom AgreementMailComponent.

○ You can remove any of the other existing components if desired

6. Set the Agreement Template field to the template you want to use, or -- None --

• Some value must be selected or an error will prompt
• This is the template that will be invoked when the users click the Send New Agreement button in their email interface
• If -- None -- is selected, then the standard agreement page is used, not the “Default” template as defined on the Agreement Templates tab
• Agreement Templates with a Master Object Type defined can not be used. Attempting to use such a template will generate an error

7. Click Save at the top right of the window

8. If a Page Saved pop-up appears, click the Activate button

9. Assign Email Application Pane to one (or more) of your Salesforce profiles, or select the option to set as the default, and click Next

10. Review the assignment of the template, and click Activate

Once the Email Application Pane is configured and activated, it is ready for your end-users to connect their email clients

Optional – Suppress “Send New Agreement”

By default, the installed component includes a “Send New Agreement” button that permits users to open a new Agreement in Salesforce from their email client.

This button can be removed from the component by:

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

2. Click the Manage action next to Adobe Sign Mail Settings

3. The Custom Settings page will open. Click New

4. The Settings Edit page will open. Check the box next to Hide Send Agreement

5. Click Save

Deleting user:exchange relationships

When users authenticate to Salesforce through their mail client, that relationship is logged and enforced from Salesforce.

Users authenticate from their mail client to Salesforce.

On the email settings page (for either Outlook or Gmail), Salesforce logs and relates the Salesforce user name to the exchange email address that creates the authenticated relationship.

Salesforce strongly enforces a one to one relationship for usernames. If a user tries to authenticate to a different username from an exchange email address that already has a record, they will be denied authentication.

Admins in Salesforce have the ability to delete the relationship, forcing the user to re-authenticate.

Users have the ability within the Salesforce email component to Log Out, which deletes this relationship.