Adobe Sign for Salesforce CPQ Connector: Installation Guide

Go to the Adobe Sign for Salesforce CPQ Connector component package on the Salesforce AppExchange.

Select Get It Now.

Log in to your Salesforce account using one of the following log-in options, as applicable:

• If you already have a Salesforce account, select Log In and enter your credentials when prompted.
• If you don’t have an account, select Continue as a Guest. It prompts you to create a Salesforce account and then sign in using the new credentials.

In the dialog that prompts you to select the installation environment, select one of the following options:

• Install in Production
• Install in Sandbox

In the Confirm Installation Details dialog that appears: 

• Review the installation information.
• Select the Terms and Conditions checkbox to verify that you have read and agree to the conditions.
• Select Confirm and Install.

When prompted to log in to your Salesforce organization, enter your credentials and then select Log in.

On the page that appears, select Install for All Users and then select Install.

Navigate to Setup > Objects and Fields > Object Manager.

From the left column, select Quote.

From the left panel, select Page Layouts.

From under Page Layout Name, select Quote Layout.

From the object type box at the top, select Buttons.

Drag and drop the Generate Adobe Sign object to the Quote Details section.

Select Save.

It configures the plugin.

Go to the App Launcher on the Salesforce Lightning page and open Salesforce CPQ.

From the list, select the products that you want to include in the quote, and then click Select.

Once you verify the line items, select Save.

From the top-right corner, select ▼ drop-down > Include Document.

In the Add Additional Document page that opens, select Choose File and select a document that you want to include. Once done, select Save.

From the top-right corner, select ▼ drop-down > Generate Document.

In the Generate Document page that opens, select the file under Available Content and then select the Add arrow to move the file to the Included Content section.

From the top menu, select Send to Adobe Sign.

It opens the Quote Document details page. 

On the Quote Document page that opens, go to the Related tab > Agreement. Select the agreement name and verify the following:

• The agreement is in the Draft state.
• Recipients (with Primary Contact), Account, and Opportunity are added.
• The Agreement Name is the template name provided.
• The Files section shows the Quote document along with the included document.
  

From the App Launcher, open Adobe Acrobat Sign for Salesforce.

From the top menu, select Agreement Templates > New.

Set the Master Object Type to SBQQ__QuoteDocument__c
It allows field values from the Quote Document to be mapped into the Agreement. For example, it maps the Quote Document Name to the Agreement Name.

Select Save.

Under Related tab, for the Map Data into Agreement Fields section, select New.
It opens the Add a New Field Mapping page.

In the Mapping Method pick list, select Master Object Field.

Select Next.

To specify the Field Value and Target Field:

1. From the Select Source Field from Master Object picklist, you can select an option to use as the source of the field value you want to import to the Agreement field. For this example, select Document Name (String).
2. The Target Agreement Field is the field you want to insert the value into. For this example, use Agreement Name (String).
3. Select Save.

As you add mappings to the template, they build a list in the Related tab of the template.

To delete or edit a record, you can open the drop-down menu and select Delete or Edit.

Open the Agreement Template and select the Related tab.

Select Add File Attachments.

Select New.

In the dialog that appears, select Runtime Variable in the File Attachment Type field, and then select Next.

Note: You can also attach files from the Adobe Sign (Echosign) Library, from the Salesforce Content, from the Library or Master Object.

In the dialog that opens, fill in the Variable Name field with the name as Quote Document and then select Save.

Note: A Variable name is required because a Runtime variable was selected for the Attachment Type. If you select a library as the Attachment Type, it displays a list of available documents in that library.

Open the Agreement Template and select the Related tab.

Select Add Recipients.

Select New.

In the dialog that opens, provide the details as follows:

• In the Source of Recipient field, select Runtime Variable.
• Ensure the Recipient Type is Contact.
  
• Recipient Role dictates if the Contact will apply a signature. Select Approve or Delegate.
• Signer Verification dictates if the recipient must use a second-factor authentication.
  • Email - No second factor, email is the sole validation of the recipient's identity.
  • Password - It applies a password to the signing of the document, forcing the password to be entered before the document is viewable.
  • KBA - Knowledge-based Authentication can only be used in the United States, and uses the social security number of the recipient to ask several questions which must be answered before the document is viewable.
  • Social - Social authentication requires the signer to authenticate to a different social application (LinkedIn, Facebook, etc) before presenting the document.
  • Phone - An SMS text is sent to the recipient's phone, and they must then enter the given six-digit number to view the document.
• Recipient Message provides a private message to the recipient at the time they open the document for signing.
• Index is the signing order for the recipient.
• Once done, select Next.

In the dialog that opens, for the Variable Name field, enter PrimaryContact and then select Save.