Sending Adobe Acrobat Sign agreements from Custom Objects in Salesforce

Has anyone had any success with this?

These instructions for creating the button no longer work because of salesforce changes in the interim. 

1.  the url in the button link is calling the wrong namespace. That aggreementTemplateProcess is in echosign_dev1__ not AdobeSign_dev1__ (and even that is capitalized incorrectly)
   
   
2.  the vf page has 'Require CSRF protection on GET requests' checked, so trying to call the page from a button returns  "The link you followed isn’t valid. This page requires a CSRF confirmation token."
   
   What is the new procedure for calling the merge from a custom object action or button please? 

I'm having the same issue with adobesign. my problem is little bit different but require your expertise on it. i have a contact object and dependent object. i'm trying to merge data such firstname and lastname from the contact object (no problem) but require also to merge data from the dependent object to list the spouse and childs info (this is where i got stuck on). i do not seems to read the dependent object. it is not listed.

Hello Simon,

Thank you for your posts, very illustrative for me, new to AdobeSign for Salesforce.

At the moment I have a signature process which auto initiated by Process Builder. I am using an Apex call from the Process Builder.

Everything works fine. I send 4 parameters, the template Id, async = false, a runtime variable for the signer email, and the master object Id that the agreement will be related to after the agreement creation. That works fine. The attached file I use is uploaded as file to the agreement template.

My problem starts when I try to change the attachment to a Salesforce library document, and send the document id from the Process Builder. It is not working. The agreements gets created but no attachment is related.

Could you please give me some directions on what could be failing? Is it ok to upload the template file as a Salesforce Document and reference it from the process builder 

The runtime variable to select the document in salesforce is docID:

in your custom object document, where did you come  up with the Text Tags?

Hi,

I'm unable to add recipient from the custom object. Could you please help?

Regards

Chris

HI,

The custom protest is alluding to a custom question in Salesforce. You just need it in the event that you choose you to require a custom protest hold your information in SFDC. on the off chance that you are utilizing standard Salesforce protest like Account and Opportunity you can simply add an EchoSign catch to these.

In my illustration, I called the custom question 'MyCustomobject'. in your Org, you may have a custom protest called 'Administrations'. For this situation, you'd include the accompanying for the master object

On the off chance that you need to send from a standard protest like Opportunity, at that point simply include Opportunity as the ace question on the EchoSign assertion format.

Thank U

Hi,

I'm trying to get the information from 2 custom objects to create Adobe Document. It is not working for me could some one please explain me. Thanks a lot.

With Thnx,

Bala

Hi Simon,  Thanks for your helpful guide, however, I am seeing an error with my custom object:

System.NullPointerException Attempt to de-reference a null object (echosign_dev1) 405

In my Agreement Template, I specified Master Object Type "InstProds__c", the API name of my custom object "Installed Product".

Results vary based on my Merge Map, where I am not clear on use of this section:

Map Salesforce Product Line Items Fields to Adobe Document Fields

If I leave Selected Object without selecting a reference object, I get the above null pointer exception.

If I Add a Field Mapping,  and choose Selected Object, Installed Product (Reference), it gets into an endless chain of references, as shown in this image.    How is this supposed to work?

Thanks, Lee

Hi,

thanks for the nice explanation.

I was trying to add 'Data field mapping' for Agreement form fields to Salesforce records. Below are the steps i followed

Created a new record from 'Echosign data mappting' tab and selected an agreement for "Import fields from" . When i click the 'Import from fields" button, it is giving  error:The call to the EchoSign web service call to retrieve the agreement document key returned an error message 'null' and error code 'INVALID_API_KEY'

When i click the 'add mapping' button, and selected 'Echo sign form' field, then nothing is enabled to input or select a value for 'Source value' option.

Please advice.