Objective

Step to Launch Adobe Sign setup wizard in SalesForce to set up integration.

Environment

SalesForce

Steps

  1. Log into SalesForce and go to the Adobe Sign Admin tab.
  2. Under Account Settings, click Launch Setup Wizard.
  3. In Step 1: Link your Adobe account to Salesforce of the Setup wizard, choose Sign in to Adobe.
    You are prompted to sign in to Adobe Sign. 
  4. Log in with your Adobe Sign admin user.
  5. Allow Access when challenged. You should get a message saying Success! You have successfully authorized your Adobe account.
  6. Click Next on the successful Step 1 notification.
  7. In Step 2: Enable Adobe Sign Automatic Status Updates, click the Enable button.
  8. When challenged to allow access to Adobe Sign, click Allow.
    A message is shown: Success! You have successfully enabled Automatic Status Updates for your account.
  9. Click Next at the bottom of the page to proceed.
  10. Click Done when Setup wizard displays Congrats! Your setup is complete.

You can start using Adobe Sign for Salesforce.

Additional information

Whenever Adobe Sign Admin user is changed or Adobe Sign integration is not working, it is recommended to run the Adobe Sign setup wizard.

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