Last updated on
May 18, 2023
- Adobe Acrobat Sign Integrations
- What's New
- Product Versions and Lifecycle
- Acrobat Sign for Salesforce
- Install the Package
- Configure the Package
- User Guide
- Enable Digital Authentication
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for Microsoft
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Outlook
- Acrobat Sign for Word/PowerPoint
- Acrobat Sign for Teams
- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
- Acrobat Sign for Microsoft Dynamics
- Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
- SharePoint Online: Release Notes
- Acrobat Sign for Microsoft 365
- Acrobat Sign for ServiceNow
- Acrobat Sign for HR ServiceNow
- Acrobat Sign for SAP SuccessFactors
- Acrobat Sign for Workday
- Acrobat Sign for NetSuite
- Acrobat Sign for SugarCRM
- Acrobat Sign for VeevaVault
- Acrobat Sign for Coupa BSM Suite
- Acrobat Sign for Zapier
- Acrobat Sign Developer Documentation
Note:
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).
Integration of Adobe Acrobat Sign application with Salesforce simplifies the process of obtaining a signature or approval for any documentation that requires legal signatures or auditable document processing.