Acrobat Sign for Salesforce: Install the package (v24)

Adobe Acrobat Sign for Salesforce integration is designed to provide you with a smooth e-signing experience that has multifold benefits, including:

• Easily track and manage agreements.
  
• Close deals faster with Acrobat Sign and Salesforce integration.
• Integrate Acrobat Sign into Salesforce CPQ and Salesforce Digital Experience.
  
• Automatically generate documents with Salesforce data using the Document Builder extension package.
• Get signed documents automatically routed back to your team at Salesforce and you can securely collect payments at Salesforce with Acrobat Sign.
  
• Minimize business and legal risks with automated signature processes and authentication.

Acrobat Sign for Salesforce works on any browser and mobile device. You can get the app from the AppExchange, and it supports various Salesforce editions: Professional, Enterprise, Unlimited, Developer, and Performance.

To install Adobe Acrobat Sign for Salesforce, follow these steps:

1. Check the prerequisites
2. Make sure you have a supported browser
3. Install the package
4. Complete the setup
   • For Commercial Cloud
   • For Government Cloud
   • For Salesforce Professional Edition
5. Apply Adobe Acrobat Sign Permission Sets

For any questions or additional assistance, contact Adobe Acrobat Sign support or your designated Client Success Manager.

Once you've completed the installation and setup, you can Configure the Acrobat Sign for Salesforce package as per your requirements.

Check the prerequisites

Before you install the Adobe Acrobat Sign for Salesforce package, contact the Acrobat Sign support team to ensure that:

• Adobe Acrobat Sign account is properly provisioned in the Salesforce channel.
• Correct user ID (email address) is designated as an administrator in the Acrobat Sign system.
• All potential user domains (that your users will use in their email addresses) are included. Don't include public domains like gmail.com or yahoo.com.
• You have a list of all users in the Adobe Acrobat Sign system using your owned domains. You may need to request valid users to be moved into your Adobe Acrobat Sign account.

Note: The user email in Adobe Acrobat Sign must match the primary email of the user. Else, you must change the Adobe Acrobat Sign email value.

To successfully install and use Adobe Acrobat Sign for Salesforce, you may need to make the following settings in the Salesforce environment:

• Disable any pop-up blockers during installation and configuration.
• Enable cookies on your browser. 
• Enable third-party cookies, which are required in some browsers.
• Navigate to Setup > Settings > Security > Session Settings, and ensure that Lock sessions to the IP address from which they originated are disabled.
• Assign a valid license to the Adobe Acrobat Sign users and administrators.
• Check the upload file size. The file upload size is limited to ~700 KB in Salesforce Lightning. You can configure Salesforce to send documents from the library up to 9 MB in the background. See how to configure Acrobat Sign for Salesforce for sending large documents.

New customers (testing and installing for the first time)—You can easily install it and start sending test agreements within minutes. The basic installation process to get it up and running only takes 15 minutes.

Existing customers (upgrading from previous versions)—We highly recommend that existing customers upgrade to the latest version of the package. By doing so, you can benefit from the latest features and receive the best support available. For more information on upgrading to Adobe Acrobat Sign for Salesforce v23.x from a prior version, see the Upgrade guide. 

Lightning experience support—The Adobe Acrobat Sign package fully supports the Lightning Experience. The instructions provided here are designed for the Lightning interface.

Testing on Salesforce sandbox—When testing on a Salesforce sandbox, you often use a fake email address that isn't accessible, such as user@company.com.sandboxname. Using a fake email address may cause issues if you want to change your email address later when you move to Production. Your Adobe Acrobat Sign account would be linked to a non-existent email address, making it impossible to verify and make email changes.
In such cases, we suggest that you change your Salesforce sandbox email to a real email address before you start testing. This ensures that your Adobe Acrobat Sign account is associated with a valid email address. 

Check supported browsers

• Chrome - current version
• Firefox - current version
• Safari - current version
• Edge - current version

Note: Salesforce administrators can’t launch the Set Up wizard in Edge browsers.

Install the package (v24)

You must have a Salesforce account to install the Adobe Acrobat Sign package. If you don’t, you can create one during the installation process as described below:

Complete the setup

You must complete the setup process using the setup wizard to activate the integration and start sending agreements. Refer to the setup process steps correspoding to the environment that you are using:

Apply Adobe Acrobat Sign Permission Sets

You must assign the users with the right Perrmission Sets before they can start sending Adobe Acrobat Sign agreements from Salesforce. 

Acrobat Sign installs four permission sets to facilitate granting field-level access to the custom objects:

• Adobe Acrobat Sign User - Minimum required permissions for an Adobe Acrobat Sign for Salesforce sender user. Includes limited access to the required components included in the managed package: objects, fields, tab, classes, and pages
• Adobe Acrobat Sign Community User - Minimum required permissions for an Adobe Acrobat Sign for Salesforce community user. It includes limited access to the required components included in the managed package: objects, fields, tab, classes, and pages.
• Adobe Acrobat Sign Admin - Minimum required permissions for an Adobe Acrobat Sign for Salesforce administrator user. It includes full access to all the components included in the managed package: objects, fields, tabs, classes, and pages.
• Adobe Acrobat Sign Integration User - All required permissions for an Adobe Acrobat Sign for Salesforce integration user. Includes all admin access as well as access to all org data.

To enable the 'Send on the Behalf of' feature, you must assign the 'Adobe Acrobat Sign Admin' permission set to Salesforce admins. Learn how to enable sending on behalf of others.