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Adobe Sign & Salesforce - how to email account record owner after agmt signed?

New Here ,
Jan 04, 2022 Jan 04, 2022

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Hi there,

How do I add receipients to receive copy of signed agreement?  The recipient is the account record owner and does NOT need to sign, approve, fill in anything, just need to be notified that the agmt is signed.  I don't see a role that fits - not a delegator, signer, or approver?

 

How do you make sure that each acct owner gets notified of a signed agmt for his accounts?

 

Thanks.

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Configure accounts , SharePoint and Salesforce integration

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