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I am completely new to Adobe Sign and its Salesforce Integration. I have flipped through the installation and the user handbook, but didn't find what I was looking for. The Adobe Sign standard workflow seems to be sending out agreements to recipients for signing.
Now, I have a use case where I want to bulk sign an agreement (cancellation letters) internally (by Salesforce users that are members of a public group) and then send it out to customers that are members of a specific campaign (a cancellation campaign).
Most specifically, I would like to know what would be the steps and automations that I need to configure in Salesforce (SF) and/or Adobe Sign (AS)? To be precise: to what extent is AS providing with configurations and automations that don't need to be covered by Salesforce customizing?
I have internal resources for Salesforce configuration and development, so that's acutally not a limit. However, I need to find out where the handovers are.
Thank you very much!
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Hi, bluejack. I let more colleagues on the Adobe Sign Salesforce integration know about this.