Adobe Sign not Relating to Account in Salesforce

Forum|Forum|4 years ago
June 2, 2021
3 replies
630 views

When we choose NEW (Agreement) on the Account in Salesforce…

…why is the Account not pre-populated in Adobe sign page below? I have to search it and then relate it (we have lots of simolar named accounts). Is there a setting I may be missing?

(If we added the NEW button to the CONTACT record, would the same thing happen – not relating it to the contact record we selected NEW from?)

Also, It appears you can relate the Agreement to an ACCOUNT, OPPORTUNITY, and CONTRACT record. Can it be related to a CASE possibly?

Thanks! Ben

This topic has been closed for replies.

S

SimonESATS

Adobe Employee

To relate a master object details to the agreement object, you need to do some config in Salesforce.

You need o add a custom button to your master object and create a Sign agreement template record.

See this write up for more detailed instructions https://community.adobe.com/t5/adobe-sign-discussions/sending-adobe-sign-agreements-from-custom-objects-in-salesforce/m-p/5885031

Clicking new agreement will not grab the master object details without this config.

mehuls83429984

Participating Frequently

Hi SImon,

Thanks for the update. Yes I already used this workaround but just wondering why was this functionality removed? as it worked fine for me in a previous version?