Salesforce Integration with Adobe Sign
There was a need to integrate with Adobe Sign to send documents to healthcare professionals across 20 different languages.
Installation Guide
https://helpx.adobe.com/sign/integrations/salesforce-installation-guide.html
1. Install the Adobe Acrobat Sign package
Click on the link below to Install the Adobe package and wait for the Package Adobe Acrobat Sign Install Successful email confirmation: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZmCEAU
- Get it Now > Log in > Install in Sandbox > Confirm and Install
The Salesforce login page will appear to select the correct sandbox.
2. Create a new Salesforce user
In order to use the Send on Behalf of functionality, this user must have an Adobe Sign account with the exact same email in both Salesforce and Adobe.
First Name: User
Last Name: Example
Email: example@company.com
Username: example@company.com.uat
Allow Sending As Other Users: true
Profile: System Administrator
3. Post-Install Configurations (Required)
3.1 Apply Adobe Acrobat Sign Permission Sets
Apply the following Adobe Sign Permission Sets to the user created in Step 2.
Adobe Acrobat Sign Admin
Adobe Acrobat Sign Community User
Adobe Acrobat Sign Integration User
Adobe Acrobat Sign User
3.2 Launch the Adobe Acrobat Sign Setup Wizard
Click on the App Launcher and search for Adobe Acrobat Sign for Salesforce, then click on Adobe Acrobat Sign Admin, and click to link the Adobe account to Salesforce, using an Adobe user credential that has the same email as the user created in step 2.
Login: example@company.com
Password: ********
During installation, click on Enable Adobe Acrobat Sign Automatic Status Updates.
3.3 Create the Adobe Sign Settings
Navigate to Setup > Custom Settings > Adobe Sign Settings > Manage
Create a new custom setting record with the following values set to true: Allow Sending On Behalf of Others, Deprecated, Enable Certified Recipient Role, Enable Delegate Certified Recipient Role, Enable Form Filler Role, Show Hosted Signing Option, Enable Recipient Approver Role, Enable Recipient Delegate Signer Role, Wipe Agreement Password, Disable Knowledge Based Authentication, Enable Acceptor Role, Enable Delegate Acceptor Role, Enable Delegate Form Filler Role, Enable Mapping Error Notification, Enable Recipient Delegate Approver Role.
4. Create the Merge Mapping
Click on the App Launcher, search for Adobe Acrobat Sign for Salesforce, and then click Merge Mappings to create the Merge Mapping record.
Merge Mapping Name: Salesforce to Adobe Sign
Navigate to the following path as in the image below: Merge Mapping for Adobe Sign > Map Salesforce Object Fields to Document Fields > Add Field Mapping
Target Document Field: examplefieldname
Source Type: Salesforce Object Field
Source Value: Salesforce Object (Reference): Field Label (String)
More information about merge mappings and fields: https://helpx.adobe.com/be_en/sign/using/text-tag.html
5. Create and configure the Agreement Template records
The Agreement Template records are the basic setup to manage the documents that will be sent within Adobe Sign functionality, matching the merge fields from a Word document with the Merge Mappings configuration from step 4.
Create an Agreement Template record as below.
A document received by a user, showing a Czech example.
Using the functionality requires the creation of an Agreement record, which was created as a quick action having additional developments.
The code below uses the Apex Service provided in the managed package to create the Agreement record that will be sent by email, based on existing Agreement Templates.
https://helpx.adobe.com/sign/integrations/salesforce-developer-guide.html
