15 Replies Latest reply on Apr 22, 2018 7:24 PM by christianballar

    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.