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Sending Adobe Sign agreements from Custom Objects in Salesforce

Adobe Employee ,
Feb 12, 2014

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In this tutorial, l I’ll go through how to:

  • set up a document template with text tags and add it to the SFDC library
  • create an Agreement template
  • add the EchoSign button to a Custom Object page layout
  • create a merge mapping  to merge fields data from the Custom object into an EchoSign agreement
  • create a data mapping to map field data from the EchoSign agreement back into the custom object in SFDC

The tutorial is the attached PDF, the Word document is a sample template document used in this tutorial.

To download the attachments below, login the forum first, or use the link below.

Sending EchoSign agreements from Custom Objects in SFDC-Lightning edition.pdf

Sending EchoSign agreements from Custom Objects in SFDC.pdf

Your Custom Object document.docx

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SDK, SharePoint and Salesforce integration

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Sending Adobe Sign agreements from Custom Objects in Salesforce

Adobe Employee ,
Feb 12, 2014

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In this tutorial, l I’ll go through how to:

  • set up a document template with text tags and add it to the SFDC library
  • create an Agreement template
  • add the EchoSign button to a Custom Object page layout
  • create a merge mapping  to merge fields data from the Custom object into an EchoSign agreement
  • create a data mapping to map field data from the EchoSign agreement back into the custom object in SFDC

The tutorial is the attached PDF, the Word document is a sample template document used in this tutorial.

To download the attachments below, login the forum first, or use the link below.

Sending EchoSign agreements from Custom Objects in SFDC-Lightning edition.pdf

Sending EchoSign agreements from Custom Objects in SFDC.pdf

Your Custom Object document.docx

TOPICS
SDK, SharePoint and Salesforce integration

Views

16.3K

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Feb 12, 2014 0
New Here ,
Mar 18, 2014

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Hi Simon,

Thanks for the guide. A few questions:

Where do we create the custom object? Is this necessary to do even if we've installed echosign into Salesforce?

You discuss it here:

Give the template a name first. Next set the master object. In this case it,it is the API name of the

custom object, in this case its myCustomobject__c.

Thanks,

Kai

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Mar 18, 2014 0
Adobe Employee ,
Mar 19, 2014

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Hi Kai,

The custom object is referring to a custom object in Salesforce. You only need it if you decide you need a custom object to hold your data in SFDC. if you are using standard Salesforce object like Account and Opportunity you can just add an EchOsign button to these.

In my example i called the custom object 'MyCustomobject'. in your Org you may have a custom object called 'Services'. In this case you'd add the following for the masterobject

Services__c

If you want to send from a standard object like Opportunity, then just add Opportunity as the master object on the EchOSign agreement template.

See also the EchoSign for Salesforce customization guide on how to setup templates.

Simon

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Mar 19, 2014 0
New Here ,
May 29, 2014

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Thanks for the instructions! Any advice for the button if it opens the agreement visual force page but includes the error "Invalid token"? I've checked the ID (it's the 15 digit ID from the URL of the Agreement Template record) Thanks!

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May 29, 2014 0
Adobe Employee ,
May 29, 2014

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Hi there,

Ensure there's no space in the link and don't forget the = where needed.

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May 29, 2014 0
New Here ,
May 29, 2014

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Yeah, no spaces, matches exactly except our custom object API name and our Agreement Template ID (that is the template ID you mean in the instructions, right? Not the Template Document?) Thanks!

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May 29, 2014 0
New Here ,
May 29, 2014

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Oh, I solved it. It wasn't the custom button URL--it was a malformed variable in the body of the agreement template email. Thanks for answering so quickly. I really appreciate it!

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May 29, 2014 0
New Here ,
Apr 27, 2015

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I ran into an issue when Sending from a Custom SF object.  I sent the file and when it returned to Data Mapping Failed.  Attempted to map to a related object reference which was not set on the agreement: Event_Detail__r Failed to map data field: System.NullPointerException Attempt to de-reference a null object (echosign_dev1) 613

When I look at the agreement template I have three options, Account,opp, and Contract.  But I am trying to reference it back to my Custom object.  I don't really know what to do next.

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Apr 27, 2015 0
Adobe Employee ,
May 08, 2015

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Jason,

I know this is a bit late, but check out the section in the guide on map data in agreement field. That's how you reference the agreement to your custom object.

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May 08, 2015 0
New Here ,
Dec 29, 2015

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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.

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Dec 29, 2015 0
New Here ,
Sep 07, 2016

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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?

EchoSignMergeMap.jpg

Thanks, Lee

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Sep 07, 2016 0
New Here ,
Nov 15, 2016

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Hello Lee,

Did you ever get an answer as to how the field works? i am trying also to display opportunity products fields on my documents, but nothing happens no matter how many times i try.

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Nov 15, 2016 0
Adobe Employee ,
Nov 25, 2016

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Hi Lee,

product Line items come from the Opportunity, so that can only work when sending from an opportunity using opportunity as the master object in the Agreement template record. see also the relevant chapter in the customization and install guide on product line items. (starting page 29 and starting at point 7 on page 32 of the v17 guide, the guide is linked under the resources tab in the esign services admin tab (again assuming v17 or older is being used))

So in your case don't add anyhing there. Only use "Map Salesforce Object Fields to Document Fields", leave product line items alone when using custom objects as master object.

hanah, see the reference to the guide above.

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Nov 25, 2016 0
New Here ,
Nov 23, 2018

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Hi SimonATS

What is missing in the customization and install guide on product line items is how to reference this in the template.

please guide me on how to reference the opportunity product list, presuming I've done the mapping correct.

Best

Dag

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Nov 23, 2018 0
Adobe Employee ,
Nov 29, 2018

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Opportunity is not a custom object, which this tutorial is about. Though what you are looking for is part of this KB article:

Adobe Sign for Salesforce Templates and Data/Merge Mapping

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Nov 29, 2018 0