Uploading document in Files-related list under Salesforce object.| Adobe Sign

Issue

The customer wants to have the signed document map back in the Files-related list under the Salesforce object (Opportunity).

Environment

Salesforce version 19.5.2

Resolution

Once the document is signed, it is not possible to update the document under Files section automatically.

You can do it manually by uploading the document in the Files-related list.

Additional information

There is a setting in Salesforce. One it is enabled, it uploads the document in Files-related list when the documents are manually uploaded in Notes and attachment. However, it does not work for the "File Mapping" being set.

Steps to enable that setting:

Setup> Build> Customize> Salesforce Files> Settings> General Settings> Check the option for "Files uploaded to the Attachments-related list on records are uploaded as Salesforce Files, not as attachments."

Adobe, Inc.

Get help faster and easier

New user?