Skip to main content
Participant
January 29, 2019
Question

Using Adobe sign, to send agreements from Salesforce cases

  • January 29, 2019
  • 0 replies
  • 382 views

Hi,

Been through a fair amount of the documentation and the tutorials with regards to using the Adobe Sign and Salesforce integration.

There is a lot of detail documented in how to send agreements from what it calls "The common options" below:

  • The Agreement tab
  • Salesforce Objects (Contact, Lead, Opportunity, Account etc)
  • Chatter (Classic profile only)

But really would be interested in being able to send an agreement from a case object. None of the documentation says you can't, but i can't see the obvious hooks.

Is this possible?

Many thanks in advance,

    This topic has been closed for replies.