The Text Tag Shortening feature can be very useful in form design and field mapping by establishing a convention for the field names that repeat on every document (and saves time by not having to re-create the formal tag). Adobe Sign works across Salesforce clouds and supports the latest technologies like Lightning and Salesforce1 mobile. Options. Select the agreement you would like to import fields from. For Auto Send to work, you must have at least one recipient and one attachment defined in the agreement template. I need to send an agreement on custom logic execution. Solved: I am using the following URL in a custom button on the Apttus Agreement screen in Salesforce. You can use a Salesforce workflow or trigger to run custom business logic to determine which data mapping to use. The options are as follows: • Signed/Approved/Accepted/Form-Filled/Delivered, • Waiting for Counter-Signature/Approval/Acceptance/Form-Filling/Delivery, • Out for Signature/Approval/Acceptance/Form-Filling/Delivery, When your Data Map is complete, click the Save button. Cheers, Ryan. In a few quick clicks, you can select the most current version of an agreement, prepopulated with customer information and send it out for signature — right in Salesforce or the Salesforce mobile app. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. You can import fields from additional agreements to add additional fields. You can use Add Mapping to add mapping rows individually as shown below: For each Field Mapping row, specify the following: 1a. After a week of terrible customer service, I am … The number of fields imported displays. Post questions and get answers from experts. Now, I need to take it one step further and figure out a way to send a contract without user interaction, at the time a record (Lead) is created. Agreement templates are easy to configure and do not require any code written within the Salesforce. A data source for a mapping can be an Adobe Sign form field, a specific constant value or a value from an Adobe Sign Agreement Field. By integrating Adobe Sign with Salesforce, you take the hassle out of signing documents. Which Salesforce Object to Update?—Select the target Salesforce object where the data will be copied. 4. In the Map Salesforce Product Line Item Fields to Adobe Document Fields section, you can add product lists tied to an opportunity. In this example, we set to 2 days. The templates allow sales teams to easily review workflows, policies, and offer additional security options. Online Privacy Policy. If the tab is not displayed, use the tab drop-down on the right. Enable this setting to display and enable the ‘Sender Signs Only’ option in the Recipients section of the send agreement page. Additionally, you can preset the recipient definitions, map fields to agreement fields, and pre-define the file attachments. The Active/Deactivated switch makes the template available or not (respectively). Salesforce have told me to contact Adobe, and after spending an hour to get through to Adobe customer chat, I was just referred to the forums. Selecting a region changes the language and/or content on Adobe.com. The running user will be a Community user in the end but for now I test with Admin users. ... Adobe Sign > Salesforce Opportunity attachment for Agreement … Select Adobe Sign from the App Launcher at the top left of the window. Explicitly relating templates should be the practice. ○ Checking the box at the top next to Agreement Name selects all of the records on the current view. Find the Enable Mapping Error Notification and alter as needed. 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