Adobe Sign for Salesforce: Enable Chatter or Salesforce mobile web

Configure Adobe Sign to send agreements using Chatter or Salesforce mobile web.

From the Homepage, Opportunity, Account, or Contact feed, you can send agreements for signature through the Adobe Sign Publisher action. The same Adobe Sign action is used in both Chatter and the Salesforce mobile app or mobile browser experience. 

Adobe Sign for Chatter

Adobe Sign for Salesforce is Chatter enabled! Get real-time Chatter updates when:

  • agreements are sent, viewed, signed, declined, cancelled, not delivered
  • agreements expire or reminders sent
  • you receive an agreement you need to sign

Follow Chatter updates on Agreement, Account, Contract, and Opportunity. Collaborate across your organization to close more deals.

You can also send agreements directly from Chatter Publisher Actions

Adobe Sign for Salesforce Mobile

Before you can send agreements using Salesforce, you must add Adobe Sign as a publisher action in the Global Publisher Layouts and the layout for the objects (e.g., Leads, Accounts, Contacts, Opportunities).

Add the Adobe Sign Publisher Action to the Homepage on Salesforce and Chatter feed:

  1. Navigate to Setup > Platform Tools > User Interface > Global Actions > Publisher Layouts
  2. Click the Edit Action for Global Layout
  3. Select Quick Actions
  4. Drag the Adobe Sign action to the Quick Actions in the Salesforce Classic Publisher section of the layout
  5. Select Mobile & Lightning Actions
  6. Drag the Adobe Sign action to the Salesforce Mobile and Lightning Experience Actions section of the layout
  7. Click Save

To add the Adobe Sign Publisher Action to the Opportunity, Account, or Contact objects, do the following:

  1. Navigate to Setup > Platform Tools > Objects and Fields > Object Manager > {Object} > Page Layout
    1.    Where {Object} is  Accounts or Contacts or Opportunities
  2. Click the Edit Action for {Object} Layout.
  3. Select Quick Action
  4. Drag the Adobe Sign action to the Quick Actions in the Salesforce Classic Publisher section of the layout
  5. Select Mobile & Lightning Actions
  6. Drag the Adobe Sign action to the Salesforce Mobile and Lightning Experience Actions section of the layout
  7. Click Save

Using Agreement Templates with Publisher Send Action

You can use Agreement Templates with the Adobe Sign Manager Publisher Action, which enables powerful end-to-end workflows from the mobile Salesforce app and browser experience.

  • In an agreement template, on the Rules tab, you can specify whether an agreement template should be available when sending from Chatter by checking Enable as a Publisher Actions option.
Enable chatter publications

  • If enabled, then when sending from the Adobe Sign Manager publisher action from the specified Master Object (e.g., Lead, Account, Contact, Opportunity, Contract), the agreement template will be available. If you have more than one agreement template enabled for that object, then there will be a dropdown that shows senders the option to select a template. 

  • If your Master Object is blank in the agreement template but you make it available for publisher actions, that will enable it to show up when your senders use the Home page Chatter feed Adobe Sign action or the primary set of actions from the Salesforce homepage.
  • If you enabled Auto Send for your agreement template, Adobe Sign will send the agreement immediately once you hit the Send button. 

Using Adobe Sign Send Action from Salesforce

If you have enabled the Adobe Sign publisher action, you can access that from the Home page or enabled Object (e.g., Opportunity) directly from the Salesforce mobile apps for iOS or Android. Just click the ellipsis (...) icon from Salesforce and then click on the Adobe Sign Manager icon to view the new agreement record. 

Click on the Adobe e-Sign Manager action to pull up a new agreement record. 

If an agreement template was set up, then the new record will be prepopulated with information from the agreement template. 

From Salesforce, you can also get in-person signatures by click on the Host Signing button on the agreement record. By doing so, you can hand your device over to the signer to fill out the document and apply a signature. Additionally, all the Chatter updates related to the agreement process can be tracked in Salesforce. 

Get help faster and easier

New user?