14 Replies Latest reply on Dec 8, 2017 11:07 PM by sivanagamaheshg60705046

    Sending EchoSign agreements from Custom Objects in Salesforce

    SimonATS Adobe Employee

      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.