Update Agreement Events in Salesforce

Manually refresh agreement events in Salesforce

Applies to: Adobe Acrobat Sign for Salesforce

Issue

Automatic agreement status updates have stopped working in Salesforce, and agreement events are no longer updating on the agreement record.

After automatic status updates resume, some agreement records may still need to be refreshed manually to show the latest agreement events.

Solution

Manually update the agreement record from the Agreements tab in Salesforce.

  1. Sign in to Salesforce

  2. Open the Agreements tab.

  3. From the list view menu, select All.

  4. Open the agreement that needs to be refreshed.

  5. Select Update Agreement.

    Salesforce agreement record showing the Update action.
    Use Update to manually refresh the agreement record and related agreement events.

Salesforce refreshes the agreement record and updates the related agreement events.

Things to know

  • Use this process when an agreement record does not show the latest event information after automatic status updates resume.
  • The Update action refreshes the selected agreement record. It does not change the agreement or resend it to recipients.
  • If agreement events still do not update, confirm that automatic status updates are working and that the Salesforce integration user has the required permissions.

Adobe, Inc.

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