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Adobe Acrobat Sign for Salesforce (Lightning profile): User Guide

Overview

The Adobe Acrobat Sign for Salesforce application provides easy signature workflows that individuals or organizations can easily adopt and implement. You can use the application to: 

  • Get legitimate Adobe eSignatures or approvals for any document directly from Salesforce. 
  • Access real-time contract history and view saved contracts from any object.
  • Track deals in real time across your organization.
  • Get updates when agreements are viewed, signed, canceled, or declined.
  • e-Sign in over 20 languages and support fax-back service in 50+ locales worldwide.
  • Automatically merge Salesforce data into documents before sending for signature.
  • Automatically generate documents using Salesforce data and send them as Agreement attachments using Document Builder.
  • Map signers' data back to Salesforce objects.
  • Create reusable agreement templates for sending options, and enable one-click 'Send for Signature’ buttons to send custom agreements from any Salesforce object.
  • Access native integrations with Conga Composer, Apttus, Selectica, Drawloop, Zuora, Emptoris, and more.
Примітка.

Using Salesforce Classic profile? Refer to Adobe Acrobat Sign for Salesforce (Classic profile): User Guide.

To customize the processes for further automation of the application, refer to the Acrobat Sign for Salesforce: Customization Guide. For assistance, you may contact your Salesforce Administrator.

To learn how to automatically generate documents using Salesforce data, refer to Acrobat Sign Document Builder for Salesforce: User Guide.

Supported Browsers

Browsers

Supported

Limitations

Microsoft® Edge

Yes

Yes

Google Chrome™

Yes

No

Mozilla® Firefox®

Yes

No

Apple Safari®

Yes

No

Known Issues with Microsoft® Edge:

  • When the Agreement page loads, an error may appear (similar to the below): "This page has an error. You might need to refresh it. Action failed"
  • When you send and close the post-send "success" tab, the Agreement page does not refresh automatically to reflect the agreement status, and may give this error: "No new window detected. Check your browser popup blocker settings before trying another action. This page can now be reloaded."
    You can access the agreement page from the Agreement List.
  • When you select the Remind or Update actions on agreements that are in transit, the agreement page does not automatically refresh. It displays this error: "This page has an error. You might need to refresh it."
    You can access the agreement page from the Agreement List.

Known Issues with the Acrobat Sign for Salesforce application:

If you've enabled account sharing on your Acrobat Sign account, the users that are not included in the agreement cannot view the agreement in the Salesforce environment, unless:

  • The agreement was created from a shared library template in the Adobe Acrobat Sign library.
  • The library template is shared in a manner that includes the viewer via (a) Shared for all users in the account, or (b) Shared at the group level, where the sender and viewer are in the same group.

Note: You can use Adobe Acrobat Sign to view the agreement.

Create agreements 

“Agreements” are the objects that Acrobat Sign installs into Salesforce, and are the vehicle for delivering your document to the recipients. 

“Recipient” is the generic term used for any signer, approver, or delegator of an Agreement. Anyone you send the document to for some action is a recipient.

Agreements can be created in several ways, depending on how your Administrator has deployed the package. The common options include:

  • The Agreements tab
  • Salesforce Objects (Contact, Lead, Opportunity, Account, and more)

To create an agreement from the Agreements tab:

  1. From the upper-right corner of the Salesforce lightning page, select the App Launcher icon.

    app-launcher

  2. Select Adobe Acrobat Sign for Salesforce.

  3. From the top menu bar, select Agreements.

    The Agreements tab lists all your agreements.

    create-new-agreement

  4. Select New.

To create an agreement from A Salesforce Object:

  1. Open the Salesforce object that you want to send the agreement from. The example below uses the Contacts object to send the agreement.

    add-agreement-related-list-to-contact-4.png

    Примітка.

    If you do not see the 'Agreements' Related list, you must add it as follows:

    1. Navigate to Setup > Object Manager and then find and select the label Contact.
    2. From the left panel of the Contact page that opens, select Page Layouts.
    3. From the list of Page Layouts, select Contact Layout.
    4. Under the Contact (Sales) Layout section, select Related Lists from the left menu and then drag-n-drop Agreements to the Related Lists section.
    5. Once the 'Agreements' panel is added, select Save.

    You may go back to the Salesforce Object's Contact page and refresh the page. It now displays the Agreement related list.

  2. Under the Related tab, select New from the Agreements section.

Create Agreement Templates for specific User Groups 

Acrobat Sign for Salesforce admins can create agreement templates for specific user groups within their organization. It allows them to define and dictate the agreement-realted properties such as available documents, workflows, branding, recipient roles, authentication methods, PDF security, and more for specific user groups. An agreeemnt template associated with a user group can be used only by the members of that group.

User group members can also create and send agreements on behalf on any of their groups or as individual sender.

Configure & send agreements

Once you open the agreement in draft mode, you must configure it to specify the sender group, define the recipients, nature of the agreement, documents to be sent for signature, and additional settings, if necessary.  

agreement-details

A. Signing order of the recipient B. Role of the recipient C. Recipient type D. Recipient Search field E. Private message tool 

Find and manage agreements

Acrobat Sign for Salesforce integration associates your agreements to a Salesforce object in a meaningful way. For instance, when you send an NDA to a contact, then the agreement is listed on that Contacts page.  Similarly, if you send an agreement to a recipient from an Opportunity object, both Recipient and Opportunity objects will show the agreement in their lists.

In case an agreement is orphaned in the system, it's listed under the Agreements tab. The list under Agreements displays the agreements that you're authorized to view. 

Acrobat Sign for Salesforce also allows you to send and manage agreements via Agreements Panel and Agreements List. You can add AgreementPanel (or AgreementPanel-wide) and AgreementList components to any Salesforce object and use them to send and manage agreements for any record within that object.

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