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Embed a widget that pulls in info from Salesforce once an id is populated (that is a SF external ID)

New Here ,
Oct 15, 2018 Oct 15, 2018

I have a need to embed a widget on a microsite.

We want our customers to be able to populate their id# then pull the info in to that widget from Salesforce (basic info.. dealer name , address). Then once completed push the agreement back in to that record.

Has anyone done this , or is there an easy way? I have set up the call back site in SF but would love some insight as it seems possible just don't khow where to start.

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correct answers 1 Correct answer

Adobe Employee , Nov 22, 2018 Nov 22, 2018

Hi Wendyt,

Sorry for the delay in response.

I see that you have a query regarding the Widget and Salesforce.

It can be better explained by the Adobe Sign support team.

I would request you to contact support and get information on this.

For the subscribed account, find below the steps to contact support:

• Login to your Adobe Sign account directly via Sign In — e-signature and e-sign Software Solution — Adobe Sign

• Once logged in, check the upper right corner of the page and click the question mark

...
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Adobe Employee ,
Nov 22, 2018 Nov 22, 2018
LATEST

Hi Wendyt,

Sorry for the delay in response.

I see that you have a query regarding the Widget and Salesforce.

It can be better explained by the Adobe Sign support team.

I would request you to contact support and get information on this.

For the subscribed account, find below the steps to contact support:

• Login to your Adobe Sign account directly via Sign In — e-signature and e-sign Software Solution — Adobe Sign

• Once logged in, check the upper right corner of the page and click the question mark icon.

• It will re-direct you to the page where you get the option to create the support case or to start a chat with the team.

• If you've never logged in this way, use the forgot password option on the login link to set your password.

Let us know if you need any help.

Regards,

Meenakshi

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