Salesforce: Relink your Salesforce account to Adobe Sign with new access tokens

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The below instructions walk you through the process of revoking your access tokens between Salesforce and Adobe Sign, and then relinking the integration, creating a new access token in the process.

Re-linking when your Adobe Sign and Salesforce admins are the same

  1. Log in to Salesforce as an admin

  2. Navigate to the Adobe Sign Admin page

  3. Verify that you are logged in as the linking admin

    • If you are not logged in as the linking admin, log out and authenticate as the linking admin
    fCheck the linked userID

  4. Click the link to Access Adobe Sign Account Management Console

    • The Adobe Sign admin menu opens in a new tab
    Access Adobe Sign Account Management Console

  5. In the Adobe Sign admin menu, click the Personal Preferences menu item

  6. Select the Access Tokens sub-menu item

    • There will be at least one access token identifies as Adobe Sign for Salesforce
      • There may be more than one
    Caution:

    If you find multiple access tokens for Salesforce, you may have multiple Salesforce organizations linked to your Adobe Sign account.

    It is strongly recommended that you determine the nature of your deployment and all of the SFDC Orgs that may be impacted before revoking tokens to ensure that other orgs aren't broken unintentionally.

  7. Single click the token identified as Adobe Sign for Salesforce

    • The Revoke action is exposed at the top of the token list

  8. Click Revoke

    Revoke the token

  9. Repeat 7 & 8 for every token identified as Adobe Sign for Salesforce

  10. When all Salesforce tokens have been revoked, close the tab for the Adobe Sign admin menu

  11. Return to the Salesforce tab, and click Unlink for the Adobe Account linked user

    Unlink the integration

  12. Click OK for the warning message that you are unlinking the integration

    • The page refreshes to show that there is no account linked

  13. Click Link an Account

    Relink the integration

  14. Click Sign in to Adobe

  15. Authenticate with your current userID

    • Once authenticated, you will see that the accounts are linked (which forges a new access token)

Re-linking when your Adobe Sign and Salesforce admins are different

  1. When the admins for Salesforce and Adobe Sign are not the same person, the two admins should coordinate a time when they can both be available to revoke and reforge the access tokens to ensure that their service is not disrupted.

  2. Log in to Adobe Sign as the account administrator

  3. Navigate to Account > Personal Profile > Access Tokens

  4. Single click the access token that indicates it is tied to Salesforce. This exposes the Revoke action.

    • There may be more than one if you have installed into a sandbox
    Caution:

    If you find multiple access tokens for Salesforce, you may have multiple Salesforce organizations linked to your Adobe Sign account.

    It is strongly recommended that you determine the nature of your deployment and all of the SFDC Orgs that may be impacted before revoking tokens to ensure that other orgs aren't broken unintentionally.

  5. Click Revoke to delete the access token.

    Revoke the access token

  6. Once the access tokens are revoked, the Salesforce admin can log in to Salesforce.

  7. Navigate to the Adobe Sign Admin page

  8. Click Link an Account

    Relink the integration

  9. Click Sign in to Adobe

  10. Pass control to the Adobe Sign admin and have them authenticate

    Authenticate

  11. Click Allow Access

    • Once authenticated, you will see that the accounts are linked (which forges a new access token)
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