The Process Builder in Salesforce is a graphical point-and-click tool that allows you to automate actions based on triggering events in your Salesforce environment.
Processes are built around an if/then type of logic flow, and contain one trigger event, at least one condition, and at least one action that can happen in real-time, and/or as a scheduled event.
Adobe Sign supports two action types: Updating Records and Apex
Each action type has several invokable actions:
The Process Builder is a very powerful tool and the full description of how it works is beyond the scope of this document.
This document highlights the actions available via v20 of the Adobe Sign for Salesforce package.
This approach uses the Update Records action type in the Salesforce Process Builder to set the Background Action picklist field on the agreement record to invoke an action.
New process can be created (which fire based on record change events) that can then invoke an action on a related Adobe Sign agreement. Users can control when the action will occur (i.e. after which field update on the master record) and which related agreement(s) are selected for the action.
Currently the following actions are supported:
This approach uses the Apex action type in the Salesforce Process Builder to invoke an Invocable Method included with the managed package to perform the corresponding action.
New process can be created (which fire based on record change events) that can then invoke an action on a related Adobe Sign agreement.
The following invocable actions have been defined:
When invoking the Load Agreement Type Class, there are four field options that you can configure:
The Cancel, Delete, Remind, Send, and Update actions require only the Agreement ID of the agreement that is to be acted upon:
A new service layer has been implemented to invoke the agreement actions through the Salesforce queueable interface. More good info on Queueable is here. The actions invoke the core service API's which then callout to the Adobe Sign API.
The following actions are supported:
The global echosign_dev1.AdobeSignApiQueueableService is the service Apex class, which takes in a parameter of type echosign_dev1.QueueableServiceParameter, which contains the action to invoke and the agreement record ID:
echosign_dev1.AdobeSignApiQueueableService.QueueableServiceParameter param = new echosign_dev1.AdobeSignApiQueueableService.QueueableServiceParameter(); param.actionType = EchoSignApiService.ACTION_TYPE.AGREEMENT_REMIND; param.agreementId = 'a0I0S000000KwkaUAC'; ID jobID = System.enqueueJob(new echosign_dev1.AdobeSignApiQueueableService(param));