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Adobe Acrobat Sign for Salesforce: Upgrade Guide

Overview

The Adobe Acrobat Sign for Salesforce: Upgrade Guide provides instructions on how to upgrade the Adobe Acrobat Sign for Salesforce package from an older version to the latest released version.

Adobe requires you to upgrade to the latest version of Adobe Acrobat Sign for Salesforce because:

  • Each version of Adobe Acrobat Sign for Salesforce has new features and enhancements that can provide key improvements to your document workflows. 
  • Adobe Acrobat Sign for Salesforce provides support only for the latest version (N) and two major versions before the latest version (N-1 and N-2). Unsupported versions have elevated security risks and are denied API access to the Adobe Acrobat Sign service.

Important upgrade notes 

  • Don’t uninstall your existing Adobe Acrobat Sign for Salesforce package as it may result in the loss of your Acrobat Sign data at Salesforce.
  • If you have users in your Salesforce org who belong to multiple Acrobat Sign accounts, before upgrading contact your Adobe client success manager or Adobe Customer Care.
  • Before upgrading your production account, you must upgrade and test in your sandbox environment.
    Make sure that your email address in the sandbox environment is one that you have access to if you must change the email for your Acrobat Sign account.
  • Ensure that the 'Lock sessions to the IP address from which they originated' setting is disabled. To configure, go to Setup > Settings > Security > Session Settings.
  • Review the What's New sections below to determine if there are options that must be manually configured.
    Each release has many new features and settings that may require a manual update.
  • To learn about the latest features in Adobe Acrobat Sign for Salesforce, see Adobe Acrobat Sign for Salesforce: Release Notes.
  • If you’re installing a new instance of the package, see the Adobe Acrobat Sign for Salesforce: Installation Guide.
  • Starting version 24.14, Adobe Acrobat Sign for Salesforce doesn’t support the SOAP API-based push model for triggering automatic status updates. The automatic agreement status updates will be triggered using only the REST API-based pull model.
    If you installed Adobe Acrobat Sign for Salesforce package version 20.x or lower, test the upgrade in your sandbox org. If the agreement status upgrade doesn’t work, then go to the Admin tab on your Adobe Acrobat Sign for Salesforce page, and rerun Enable Automatic Status Update.
  • Users upgrading to Adobe Acrobat Sign for Salesforce V 24.14 need to manually add the new picklist values for setting reminders in agreements. However, the new picklist values are available by default for users who do a clean install of the package v 24.14. 

Verify the current version

Before upgrading, find the version of the currently installed package:

  1. Log into Salesforce using your admin credentials.
  2. Navigate to Setup > Platform Tools > Apps > Packaging Installed Packages and then check the version number for the Adobe Acrobat Sign package.
Verify the version of installed Adobe Acrobat Sign for Salesforce app.

Update the package

  1. Go to the Salesforce AppExchange to access the latest Adobe Acrobat Sign for Salesforce package and then select Get It Now.

  2. Select Log in to the AppExchange and enter your credentials to continue.

  3. In the dialog that appears:

    • Select Install in Production to install the package in the production environment.
    • Select Install in Sandbox to install the package in a sandbox environment.

    We suggest that you test each install in the sandbox environment first.

  4. Review the installation information and terms and conditions, confirm that you have read and agree to the conditions, and then select Confirm and Install!

  5. When prompted to log in to your Salesforce organization, enter your user credentials, and then select Login to Salesforce.

  6. On the Upgrade Adobe Acrobat Sign page that appears, select Install for All Users and then select Upgrade.

    Note: Installation can take a few minutes.

    Upgrade the package version of Adobe Acrobat Sign for Salesforce.

  7. If the Approve Third-Party Access dialog displays:

    • Check Yes, grant access to these third-party websites.
    • Select Continue to start the installation.
  8. On the message that says the installation may take some time, select Done and wait to receive the email notifying you that the package has been installed successfully.

    Once you receive the confirmation email, the Installed Package page displays the current package version.

    To configure your new package, see post-install configurations.

    Upgrading Adobe Acrobat Sign for Salesforce package version.

Configure the updated package

You must refresh the OAuth connection between Adobe Acrobat Sign and Salesforce. 

Adobe Acrobat Sign for Salesforce objects may change as the package evolves so you must verify your workflows. If you build a custom solution that depends on the changed objects, you may be required to update your customization.

  1. Navigate to Setup > Platform Tools > Apps > Packaging > Installed Packages.

  2. For the Adobe Acrobat Sign package, select Configure.

    It launches the Adobe Acrobat Sign for Salesforce Setup Wizard.

    Note: If the Setup wizard doesn’t launch automatically, navigate to the Adobe Acrobat Sign Admin tab and select Launch Setup Wizard.

    Launch setup

  3. In “Step 1: Link your Adobe account to Salesforce” of the Setup wizard:

    1. Select Sign in to Adobe. 
    2. Log in to Adobe Acrobat Sign using your admin credentials.
    3. When prompted, select Allow Access.

    It displays a message saying Success! You have successfully authorized your Adobe account.

  4. On the successful step 1 notification, select Next.

  5. In “Step 2: Enable Adobe Sign Automatic Status Updates”:

    1. Select Enable.
    2. When asked to allow access to Adobe Acrobat Sign, select Allow.

    It displays a message saying Success! You have successfully enabled Automatic Status Updates for your account.

  6. Select Next.

  7. When the Setup wizard displays Congrats! Your setup is complete, select Done.

  8. Configure any manual updates listed in the What's New section, as required.

Poznámka:

Once the installation and configuration of the new package are complete, you should see the appropriate sections in Acrobat Sign for Salesforce: Upgrade Guide for information on which settings and fields were added in previous versions.

Manually enable these new settings and field values in your org for the new package to work correctly. For example, if you’re upgrading from v19 to v23, you should enable any manual edits listed for versions v20, v21, and v22.

What’s new

Package version 24.26

Add the 'Email OTP' picklist value

For mobile users upgrading from version 24.26, the Email OTP option isn't enabled by default. You must manually enable it as follows:

  1. Go to Setup > Object Manager > Recipient > Fields & Relationships > Signer Verification Method.
  2. Scroll down to the Values section and then select New.
  3. Enter Email OTP.
  4. Select Save.

Package version 24.14

  • Adobe Acrobat Sign for Salesforce V 24.14 includes new picklist values (as shown in the image below) for setting reminders in Agreement Template and in an Agreement. 
    When upgrading to package V 24.14, Salesforce admins must manually add the following picklist values to the 'Automatic Reminders' custom field in Agreement Template and to the 'Remind recipient to sign' custom field in the Agreement:
    • Every Business Day, Until Signed
    • Every Other Day, Until Signed
    • Every Third Day, Until Signed
    • Every Fifth Day, Until Signed
Adobe Acrobat Sign for Salesforce V 24.14 adds new picklist values for sending reminders to recipients or generating automatic reminders for agreement templates.
Adobe Acrobat Sign for Salesforce V 24.14 adds new picklist values for sending reminders to recipients or generating automatic reminders for agreement templates.

  • To enable the Acrobat Sign verification method, Salesforce admins must add the new 'Acrobat Sign' picklist value to the 'Signer Verification Method' (API name echosign_dev1_Signer_Verification_Methodc) field in the Recipient (API name echosign_dev1SIGN_Recipients_c) object.
NewSignerVerificationPickListValue.png

  • V 24.14 supports the recipient's name-locking feature that mandates the recipient name for KBA authentication for all agreements. To successfully implement the KBA name required setting, admins must add the new picklist value 'Acrobat Sign authentication' to the 'Internal Signers Verification Method' in Agreement and Agreement Template objects, as shown below. 
AgreementTemplateInternalSignerVerificationMethod.png

AgreementTemplateNewPicklistValue.png

  • Starting v 24.14, Adobe Acrobat Sign for Salesforce does not support the SOAP API-based push model for triggering automatic status updates. The automatic agreement status updates are now triggered using only the REST API-based pull model.

Package version 23.x

Package version 22.x

Package version 21.5.11
A required installation package for all versions that pre-date v21.5.9

Any existing installation that upgrades from version 21.5.9 or older must install the 21.5.11 package first.

After v21.5.11 is installed, the current package can be installed.

Any existing installation that upgrades from version 21.5.9 or older must install the 21.5.11 package first. After v21.5.9+ is installed, the current package can be installed.

Package version v21.x

Poznámka:

v21.x brings several updates to the way Adobe Sign for Salesforce operates. 

It’s strongly recommended that you install v21.x into your sandbox environment first, to verify that all aspects of the application work as you expect. 

Developers should take care to review the changes to the update order, and the change in apex method. 

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