Signed Agreement not saving back to custom object in Salesforce

Question

I've tried everything! I cannot get my signed agreement to save back to the custom object I am sending the agreement from. Can someone please help? I see instructions to create a data mapping (I did this and added it to my agreement template). I see instructions to edit custom settings (not sure there is anything I need to edit here...).

It seems like it should be standard functionality to create an agreement record on the object you send the agreement from and then save the signed PDF back to Salesforce files of the record. Did I miss a setting during set up? Thanks!

Meenakshi_Negi · Answer

Hi Kayla33428931ntho,

Thank you for reaching out, and sorry about the delayed response.

We have checked that you are using the Acrobat Sign trial service. If you have a question related to Salesforce integration, the experts can best answer it. You may also contact the pre-sales team. They will be able to provide you the pre-sales technical assistance and share the correct information.
Please refer to the following link to contact them: https://acrobat.adobe.com/us/en/sign/pricing/plans.html. You may use the Contact Us button for Adobe Sign Solutions under the team tab.

If you have Adobe Sign Enterprise service, please contact our Adobe Sign Enterprise support team for the correct information. You may contact them using the steps in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

Refer to the following help document for more information on Acrobat Sign Integration: https://helpx.adobe.com/sign/integrations/home.html.

Thanks,

Meenakshi

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