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I have problems sending an adobe agreement to a contact in a triggered flow

the first action is sending the agreementId null

I have problems sending an adobe agreement to a contact in a triggered flowthe first action is sending the agreementId null

 

#Adobe Sign  #Salesforce Developer  #Flow

1 commento
  1. 2 dic 2024, 15:06

    Hi Julian, I am using the same function within my flow. It seems that agreement records DO get generated every time, but the Output for agreementId stays NULL. 

     

    Two suggestions: 1. you could adjust your Agreement Template to 'Auto-Send' this way you would not need the additional action to send for signature.

    2. After the templateLoad action, you could do a Get Records to retrieve the ID of the newly created agreement (kind of a pain, but it should work).

     

    I'm currently struggling with runtime variables. i am following the documentation and passing them from the action, but they are not showing up on the generated agreement. I wish there were better documentation for the more complex processes. 

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I want a document to be automatically sent to the account's email when a specific field on the account object is checked,  so that the document can be signed by the account holder(account email) and automatically attached to the related account after signing.

 

Acceptance Criteria:

1. When the specific field on the account object is checked, the signed document is sent to the account's email address using Adobe Sign.

2. Once the document is signed by the account holder, the signed document is automatically attached to the related account in the system.

 

I want to write a flow to build an automation but I am not sure about the steps.

 

#Integration  #Salesforce Developer  #Flow  #Adobe Sign  #Contract

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Good afternoon fellow Trailblazers!

I am looking for a guide on implementing Adobe Sign for SFDC for my org. 

A video tutorial series or community feedback is appreciated.

 

I am currently testing the Adobe Sign configuration in a sandbox environment

 

Thanks again!

 

#Adobe Sign

1 risposta
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Our org uses a 3rd party to generate our quotes outside of Salesforce.  Once the quote is created, it is attached to the standard quote object as a file.

 

Does Adobe Sign have the ability to send this document for esignature.  Everything I am reading states that I have to use a template.

2 risposte
  1. 3 dic 2023, 20:17

    I do have the integration set up and the send for signature button but it is not recognizing the file on the quote to send

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Hi All,

 

So, I have recently installed the Adobe Sign for Salesforce CPQ, it's working as intended for the admins but for the other users they are getting an error whenever they click on 'Send to Adobe' button. I identified the issue that it is due to the Quote record being locked. As per our design the Quotes get locked after it is approved. Only after it's approved, the Quote Document need to be generated. So, using the Adobe Sign we are trying to generate the Adobe Document by clicking on 'Send to Adobe' button after the Quote record is locked, but it's showing the below error message:

How to allow users to use Adobe Sign for generating Adobe Document for the Quote if the record is locked.Can we possibly make permissions where this adobe sign can work properly but still keep the rest of editing quotes locked as is now?

 

#Salesforce Developer #Salesforce Admin #Salesforce CPQ & Billing #Adobe Sign #Salesforce #Trailhead #TrailblazerCommunity #Appexchage Apps @Salesforce CPQ #CPQAskAnExpert 

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What's new? Stay tuned for ADOBE!! Acrobat is a household name now and everybody has used it to share documents in PDF / or received PDF documents, but did you know ADOBE also has eSignature solution? And just like DocuSign, ADOBE can be seamlessly integrated with Salesforce.

Stay tuned! #salesforcewithadobe #Adobe Sign #Adobe EchoSign

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#Trailhead Challenges

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Has anyone used Adbobe Sign with SFMC? We are using Salesforce Marketing Cloud (MC) to send email communication to our students who have graduated. We want to now start adding their graduation letter to the emails as an attachment with all their graduation details. A data Extension list in MC has all their info. We would like to use Adobe Sign to auto-populate their info onto each person's PDF and send them each a graduation letter. Does Adobe Sign integrate with SFMC?

2 commenti
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Good Wednesday Morning...

Question, does anyone have experience with integrating Adobe Sign with any D&H products (Laser Pro or Credit Quest). I am working on an ESign process and looking to see how Adobe fits with these products. I know DocuSign works but need a side by side comparison.

 

Appreciate any input.

Thanks

Kim

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I don't see Adobe Sign in your collaboration app list, has anyone been able to verify if they are preparing or already prepared for this change? Thanks!

2 commenti
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