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Acrobat Sign for Salesforce: Install the package (v24)

Last updated on Dec 15, 2023

Adobe Acrobat Sign Integrations
What's New
Product Versions and Lifecycle
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Acrobat Sign Developer Documentation

Overview

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:

Check the prerequisites
Make sure you have a supported browser
Install the package
Complete the setup
- For Commercial Cloud
- For Government Cloud
- For Salesforce Professional Edition
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:

Go to Salesforce AppExchange and install the Adobe Acrobat Sign application package.

If installing the package for Government Cloud, enter your government cloud admin credentials.
When prompted, select which environment to install into, Production or sandbox.
On the Confirm Installation Details page:
1. Review the installation information and terms and conditions.
2. Select the Terms and Conditions check box.
3. Select Confirm and Install.
When prompted to log in to your Salesforce organization, provide your login credentials and select Login into Salesforce.
On the Install Adobe Acrobat Sign page:
1. Select who you want to install the package for. We suggest that you select Install for Admins Only.
2. Select Install.
  It displays a notification saying that the installation will take some time.
3. Select Done to continue.
Once the installation is complete, you receive an email notification that the package is installed.
To verify the installation go to Setup > Platform Tools > Apps > Installed Packages.

The Installed Package page displays your installation information.

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:

Select App Launcher> Adobe Acrobat Sign for Salesforce.
Select the Adobe Acrobat Sign Admin tab to launch the installation wizard.
On the Adobe Acrobat Sign for Salesforce Setup wizard:
- If you have an existing Acrobat Sign account:
  
  Select Sign in to Adobe.
  
  On the login dialog, sign in with your Acrobat Sign admin credentials.
  
  When prompted, select Allow Access.
  It displays a message saying Success! You’ve successfully authorized your Adobe account.
- If you don’t have an Acrobat Sign account:
  
  Select Sign up for a free trial account.
  
  On the new browser page that opens, create an account.
  
  Close the browser page, navigate back to the Salesforce page, and then select Sign in to Adobe.
  
  Follow the steps above to complete the signing-in process.
Note:

The Enable Adobe Analytics and add *.adobe.io to CSP Trusted Sites feature is enabled by default for most newly installed accounts.

This setting allows Adobe Acrobat Sign to collect usage data to improve the product. This data is used only for development and not for marketing purposes. Admins can enable/disable this feature on the Adobe Acrobat Sign Admin tab.

Note: Organizations originating in Canada and the European Union have this option disabled by default.
Select Next.
On the “Step 2: Enable Adobe Acrobat Sign Automatic Status Updates” page:
1. Select Enable.
2. In the dialog that appears, select Allow.
  It displays a message saying Success! You've successfully enabled Automatic Status Updates for your account.
From the bottom of the page, select Next.

Once the setup is complete, the Setup Wizard displays a message saying Congrats! Your setup is complete.
Select Done.

You can now start using Adobe Acrobat Sign for Salesforce.

After the initial setup, you can use the Adobe Acrobat Sign Admin tab to access advanced Adobe Acrobat Sign features, account setup, and other resources.
Note:
If you run into issues sending agreements, you can contact Adobe Customer Care to ensure that your Adobe Acrobat Sign account is slotted in the right channel for the Salesforce integration, which is the default for Salesforce users.

If you’re using Salesforce Professional Edition, youmust complete installation by following the additional steps in the section Adobe Acrobat Sign for Salesforce Professional Edition - additional installation steps.

Log in to ‘Acrobat Sign for Salesforce’ using your Government Cloud account credentials.
Ensure Adobe Acrobat Environment settings is configured for Government Cloud environment. To do so:
1. Go to Setup > Custom Settings.
2. Locate Adobe Sign Environment Settings label and then select Manage.
3. If the default environment isn’t set for Government Cloud, select Edit and then change the Environment Name to GovProduction.
4. If no environment is specified, select New and then then set Environment Name to GovProduction.
5. Select Save.
Ensure that your ‘Sign for Salesforce’ Government Cloud account is set for regular Acrobat Sign user. To do so:
1. Select > Settings.
2. Under Personal Information Details, enter the email ID of regular Acrobat Sign Government cloud user.
3. Select Save.
  It sends emails to the associated account to finish changing your email address.
4. Open the email and then select the link to change the email address.
  It changes the email address and directs you to the confirmation page.
5. On the confirmation page, select Continue.
  It takes you back to the Acrobat Sign for Salesforce lightning page.
Select the Acrobat Sign for Salesforce Admin tab.

It launches the ‘Acrobat Sign for Salesforce’ Setup Wizard for Government Cloud.
On the page that appears, select for the email address and then enter the email address of Acrobat Sign account admin.
Select the arrow icon.
When you see the message that your account is successfully authorized, select Next.
On the next page, select Enable Automatic Status Updates and then from the confirmation dialog, select Enable.
On the Allow Access? dialog, verify the admin email address and then select Allow.
On the page that confirms that the setup is complete, select Done.

It takes you back to the Acrobat Sign for Salesforce Admin page, where you can verify that your Salesforce account is linked to the Acrobat Sign Government Cloud admin account.

If you’re using Salesforce Professional Edition, please make sure to follow the instructions in the following sections after completing the standard installation steps.

Step 1: Add Fields to the ‘Agreements Layout Professional’ Page Layout

Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.
From the left panel, select Agreement.
From the left panel, select Page Layouts.
Under Page Layout Name, select Agreement Layout Professional.
With Fields selected, drag-and-drop the following fields to the page layout:
- Recipient (User)
- Additional Recipient 1 (User)
- Additional Recipient 2 (User)
- Additional Recipient 3 (User)
- Enable Automatic Reminders
- Recipient Addresses
- Merge
Select Save.

Step 2. Add Fields to the Recipient Page Layout

Navigate to Setup > Platform Tools > Objects and Fields > Object Manager.
From the left panel, select the Recipient.
Select Page Layouts.
Under Layout Name, select Echosign Recipient Layout Page.
With Fields selected, drag-and-drop the following fields to the page layout:
- Agreement
- Contact
- Email Address
- Lead
- Order Number
- Person Account
- Recipient Type
- useEmailAddress
- User
- Merge
Select Save.

Log in to Salesforce and find the Adobe Sign for Salesforce App > Adobe Sign Admin Tab > Account Settings > Launch Set up wizard and login to your Acrobat Sign account.

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.

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