Set up automatic updates

Transcript

You can easily integrate Adobe Acrobat Sign with Salesforce with Adobe Setup Wizard in just a few steps. Before we start, you should know that you must be assigned an account admin role in Acrobat Sign and Adobe Sign Admin permissions on Salesforce.

The first thing we need to do is log in to Salesforce. From here, go to the Apps Launcher and find the Adobe Sign for Salesforce app. Then go to the Adobe Sign Admin tab. Under Account Settings, click Launch Setup Wizard. Now we need to link our Adobe account to Salesforce with the Setup Wizard.

Log in with your Adobe Sign Account Admin user. If it asks, make sure you select Allow Access. You should get a message saying you have successfully authorized your Adobe account. Then click next. Next, we need to enable Adobe Sign automatic status updates by clicking the enable button. We will allow access when prompted. Make sure this Acrobat Sign account is the same admin account used in the previous steps. Then click allow. Perfect. We have enabled the automatic status updates. All we need to do now is click next and then click done. You can now start using Adobe Acrobat Sign for Salesforce. One more tip before we end this video. If the link to Adobe Sign Account Admin user has changed, or Adobe Sign for Salesforce integration is not working. I recommend you run the Adobe Sign Setup Wizard again. Thanks for watching today. If you would like to learn more about what Acrobat sign integrations and workflows with Salesforce can do, check out the links and information on this page.