Adobe Acrobat Sign for Salesforce Resource Center

Obsługa usługi Adobe Sign dla Salesforce w wersjach 19.x i 20.x wygasła w październiku 2021 r.

  • Wszystkie organizacje powinny jak najszybciej uaktualnić oprogramowanie co najmniej do wersji 21.5.11.  Wersja 21.5.11 jest wymagana dla wszystkich późniejszych wersji i musi zostać zainstalowana przed dalszym uaktualnianiem. 
  • Dostęp do wersji 20.x i starszych zostanie całkowicie uniemożliwiony w drugim kwartale 2022 roku. Dalszy dostęp do usługi Adobe Sign dla Salesforce będzie wymagał zainstalowania minimalnej wersji 21.5.11.

Okres trwania integracji jest opisany tutaj >

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Known Issues

As of the Spring '21 Salesforce update, guest users are not permitted to create or update agreements.

With the v21.5 update, Acrobat Sign changed the event posting process from a Push process to a Pull process.

Where the Pull process improves a multitude of issues, the current API version doesn't support creating reminder events.

There is no current workaround for this issue.

When a sender has to prefill a field, that sender has to authenticate to Acrobat Sign to gain access to the field. This happens seamlessly through the integration, so users typically won't be aware of it.

If the agreement is also configured to Host the signing for the first signer, a conflict arises as the established session is authenticated to the sender, and not the first signer.

Common Questions

The Uniform Index basically marks "All" the contacts in the object at the same recipient order, it means, it sets all the contacts to be able to sign in parallel.

Pre-requisites: It is exposed on the Agreement template, so it works with the Agreement templates with the Master object as Account/Opportunity. (An object that has a Contact-related list.)

  1. Open the Agreement Template > Add recipient related list > New button

  2. In the Source of Recipient list, select "All Account Contact Roles/All Opportunity Contact roles".
    It displays the Uniform Index check box.

  3. Select the Uniform Index check box.

  4. Click Save

Uniform Index

While sending the agreement using this template from the Master object, all the contacts as the recipient with the same index are specified in the Index box on the Agreement Template.

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