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AdobeSign Echosign Integration with Salesforce

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AdobeSign Echosign Integration with Salesforce

What is Adobe Sign ?

Adobe Sign is a digital e-signature platform which provides e-signature capability to users when ever esign is required. By using Adobe Sign we can sign on our documents and send back . Previously AdobeSign is formally called as Echosign. So we Use Adobe Sign integration with salesforce

Steps to integrate AdobeSign with Salesforce

1. Click on below link AdobeSign Package form Salesforce AppExchange 

2. Click on get it now and login into your account or you can create new salesforce account

3. Click on Sandbox or production environment and click on login

4. Check I have read and agree to the terms and conditions and Click on Confirm and Install .

5. Select any options

  • if you want to install Adobe sign Package only for administrators make check it
  • if you want to select all users to provide access click on second section
  • if you want to provide access to specific profiles click on third section and select profile and change drop down from NO access to Full access

6. Make check on Yes, grant access to these third-party web sites and click on continue .

7. Wait for couple of minutes install will takes place.

8. Click on Adobe Sign App .

9. Click on Adobe Sign If you have already an account or click on Sign for free trail need to create an account.

10. After creating trail account and click on login in it account.

11. Click on allow access on popup

12. Step 1 is completed and click on next

13. Click on Enable and click on Allow on popup and click on next and click on done.

 

14. Congrats you have successfully integrated with Adobe Signin with Salesforce.

Errors faced will installing :

1. On Step10 after login if your redirecting to Adobe Sign account . Try to delete your history and close your browser and try to login again it will fix issue.

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