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Acrobat Sign for Salesforce Mobile

  1. Adobe Acrobat Sign Integrations
  2. What's New
  3. Product Versions and Lifecycle
  4. Acrobat Sign for Salesforce
    1. Install the package
    2. Configure the package
    3. User Guide
    4. Developer Guide
    5. Advanced Customization Guide
    6. Field Mapping and Templates Guide
    7. Mobile App User Guide
    8. Flows Automation Guide
    9. Document Builder Guide
    10. Configure Large Documents
    11. Upgrade Guide
    12. Release Notes
    13. FAQs
    14. Troubleshooting Guide
    15. Additional Articles
  5. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
      1. Installation Guide
    2. Acrobat Sign for Outlook
      1. User Guide
    3. Acrobat Sign for Word/PowerPoint
      1. User Guide
    4. Acrobat Sign for Teams
      1. User Guide
      2. Live Sign Guide
      3. Mobile User Guide
      4. Release Notes
      5. Microsoft Teams Approvals
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
      1. User Guide
      2. Release Notes
    6. Acrobat Sign Connector for Microsoft Search
      1. User Guide
      2. Release Notes
    7. Acrobat Sign for Microsoft Dynamics 
      1. Overview
      2. Dynamics Online: Installation Guide 
      3. Dynamics Online: User Guide 
      4. Dynamics On-Prem: Installation Guide 
      5. Dynamics On-Prem: User Guide
      6. Dynamics Workflow Guide
      7. Dynamics 365 for Talent
      8. Upgrade Guide
      9. Release Notes
    8. Acrobat Sign for Microsoft SharePoint 
      1. Overview
      2. SharePoint On-Prem: Installation Guide
      3. SharePoint On-Prem: Template Mapping Guide
      4. SharePoint On-Prem: User Guide
      5. SharePoint On-Prem: Release Notes
      6. SharePoint Online: Installation Guide
      7. SharePoint Online: Template Mapping Guide
      8. SharePoint Online: User Guide
      9. SharePoint Online: Web Form Mapping Guide
      10. SharePoint Online: Release Notes
  6. Acrobat Sign for ServiceNow
    1. Overview
    2. Installation Guide
    3. User Guide
    4. Release Notes
  7. Acrobat Sign for HR ServiceNow
    1. Installation Guide
  8. Acrobat Sign for SAP SuccessFactors
    1. Cockpit Installation Guide (Deprecated)
    2. Recruiting Installation Guide (Deprecated)
    3. Recruiting User Guide
    4. Cloud Foundry Installation Guide
    5. Release Notes
  9. Acrobat Sign for Workday
    1. Installation Guide
    2. Quick Start Guide
    3. Configuration Tutorial
  10. Acrobat Sign for NetSuite
    1. Installation Guide
    2. Release Notes
  11. Acrobat Sign for SugarCRM
  12. Acrobat Sign for VeevaVault
    1. Installation Guide
    2. User Guide
    3. Upgrade Guide
    4. Release Notes
  13. Acrobat Sign for Coupa BSM Suite
    1. Installation Guide
  14. Acrobat Sign Developer Documentation
    1. Overview
    2. Webhooks
    3. Text Tags

Overview

Acrobat Sign for Salesforce supports all versions and types compatible with the Salesforce mobile app.

When you log into the Salesforce Mobile app using a Salesforce org that has Adobe Acrobat Sign for Salesforce, you can easily access the Acrobat Sign features and office information while on the move.  Available on iOS and Android, the app includes your organization's customizations and is included with all Salesforce organizations. 

You can access Adobe Acrobat Sign for Salesforce tabs on the Salesforce mobile app based on your profile on the web UI. To do so, you must download and install the Salesforce mobile app for iOS or Android and sign in with your Salesforce account credentials. If you’ve already added the Acrobat Sign for Salesforce app to your Salesforce account on the web, it automatically appears on your mobile device.

Refer to the topics below to learn about:

To create agreements via the Agreements tab

  1. Open the Salesforce mobile app and log in using your admin credentials.

  2. From the bottom toolbar, tap Menu  and then from the list of items, select Agreements.

  3. On the Agreements page, tap New.

    Create agreements on Acrobat Sign for Salesforce Mobile

  4. On the New Agreement page:

    1. Enter the required details.
    2. Configure the Agreement Settings as required.
    3. Add recipients.
      The recipient's box number denotes the signing order. You may tap the up or down arrow to change the signing order.
    4. To remove a recipient or to add a private message for the recipient, tap  and then take the required action.
    5. To preview the agreement and add signature fields, tap Preview & Add Fields.
    6. To send the agreement, tap Send Now.
    Create agreements on Acrobat Sign for Salesforce Mobile

    Create agreements on Acrobat Sign for Salesforce Mobile

To create agreements via Salesforce objects

  1. From the bottom toolbar, tap  and then select the Salesforce object that you want to send the agreement from.

    The current example uses the Contacts object to send the agreement.

    Create agreements on Acrobat Sign for Salesforce Mobile

  2. Locate and select the contact that you want to send the agreement from.

    Create agreements on Acrobat Sign for Salesforce Mobile

  3. Tap the Related drop-down list and then select Agreements.

    Create agreements on Acrobat Sign for Salesforce Mobile

    Create agreements on Acrobat Sign for Salesforce Mobile

    Note:

    If you do not see the 'Agreements' Related list, you must add it as follows:

    1. Navigate to Setup > Object Manager and then find and select the label Contact.
    2. From the left panel of the Contact page that opens, select Page Layouts.
    3. From the list of Page Layouts, select Contact Layout.
    4. Under the desired Layout section, select Related Lists from the left menu and then drag-n-drop Agreements to the Related Lists section.
    5. Once the 'Agreements' panel is added, select Save.

    You may go back to the Salesforce Object's Contact page and refresh the page. It now displays the Agreement related list.

  4. On the Agreements page, select New.

  5. On the New Agreements page, enter the required details and then send the agreement.

Limitations

Acrobat Sign for Salesforce Android: Limitations

  • When creating an agreement from the Agreements tab, the search feature for accounts, opportunities, and contracts isn't working as expected.
  • On all agreement pages, in the draft state, sections automatically collapse when an error occurs. However, the system does not navigate to the specific location of the error.
  • The host signing feature is currently unavailable.
  • Workflow-based agreements are not supported on the Salesforce Mobile UI.

Acrobat Sign for Salesforce iOS: Limitations

  • The host signing feature is currently unavailable.
  • Workflow-based agreements are not supported on the Salesforce Mobile UI.

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The Creativity Conference

Oct 14–16 Miami Beach and online

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The Creativity Conference

Oct 14–16 Miami Beach and online