'Push agreements' are transactions that are initiated external to Salesforce, like the agreements created by web forms, and then are pushed in to Salesforce. ► Configure Push Agreements to create externally generated agreements in Salesforce If you send documents over 2MB, you will need this configured ► Configure Salesforce to Send Large Documents If you use Adobe Sign with Leads in Salesforce, you probably want to take a look at thisĪlign users in Adobe Sign groups based on Salesforce user profiles If you didn't set up the Adobe Sign app for All Usersįor generating batches of agreements based on user defined criteria ► Granting access to Salesforce users/profiles ► Adobe Sign for Simple Signing (Community Cloud)Ī component for the Community Cloud that allows a developer to embed the signature Templates into other Lightning components If you use community portals, and want to provide signable documents
► Adobe Sign for Self Signing (Community Cloud) Available for Outlook and GmailĪdd a button to send your CPQ quotes directly from the quote page to Adobe Sign Send, Remind, Cancel, and more, all directly from your email client. ► Add Adobe Sign to your Salesforce email component
