Останнє оновлення:
25 квіт. 2023 р.
Примітка
Support for Adobe Sign for Salesforce v19.x and v20.x has expired as of October 2021.
- All organizations must upgrade to v 21.5.11 or later. v 21.5.11 is a prerequisite for all later versions and must be installed before further upgrading to later versions.
- Access to version 20.x and older is scheduled to be fully disconnected in the second quarter of 2022. For continued access to Adobe Sign for Salesforce functionality, you must install v 21.5.11 or later.
- You can use CPQ Connector to add a button to send your CPQ quotes directly from the quote page to Acrobat Sign. Learn how to install and use the Adobe Acrobat Sign connector to Salesforce CPQ.
- To share signable documents on community portals, see Adobe Acrobat Sign for Self-Signing (Salesforce Digital Experience).
- To use a digital experience component that allows a developer to embed the signature templates into other Lightning components, see Adobe Acrobat Sign for Simple Signing (Salesforce Digital Experience).
- If your Acrobat Sign app isn't set for All Users, learn how to Grant access to Salesforce users/profiles.
- For generating batches of agreements based on user-defined criteria, learn how to Work with Agreements in Batch.
- If you use Acrobat Sign with Leads in Salesforce, learn how to configure Lead conversion settings.
- To align users in Acrobat Sign groups based on Salesforce user profiles, learn more about Group Mappings.
- For sending documents over 2 MB, learn how to configure Salesforce to Send Large Documents.
- For creating externally generated agreements in Salesforce, learn how to Configure Push Agreements to create externally generated agreements in Salesforce. Push Agreements are externally-initiated transactions that are pushed into Salesforce, like the agreements created by web forms.
- To send agreements from Chatter or Salesforce1, learn how to configure Adobe Sign to Enable Chatter and Salesforce mobile web.
- To modify Acrobat Sign for Salesforce page layout, learn how to Configure Page Layout (Basic, Advanced, and Lightning).
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