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Ways to dynamically set recipients in Adobe Sign for Salesforce Agreement Templates

New Here ,
Jan 06, 2022 Jan 06, 2022

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I'm using Adobe Sign for Salesforce and setting up the recipients for an agreement template. I want the recipients to be selected dynamically based on the starting record. If I understand this documentation correctly, the two ways to do this are based on a field from the starting object or using a runtime variable. The field from the starting object appears to only use fields on the starting object, not on a related record or anything more advanced. And I'm triggering Adobe Sign from Nintex DocGen, which apparently can't use runtime variables.

 

In an ideal world, I'd like one signer to be determined by a SOQL query or something similar and the other signer to be determined by a contact ID stored in a custom setting. Are there any other options for setting the recipients? Or good tricks to approximate this behavior?

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Community Beginner ,
Aug 18, 2023 Aug 18, 2023

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Did you ever find an answer/solution to this? I was looking and found something for PowerApps, but obviously, that doesn't help me, but I want to apply the same concept to Salesforce.

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