1 About This Recipe
Use this recipe to import quote attachments from Salesforce to Adobe Sign.
Note:
This recipe is available as Salesforce — Adobe Sign | Import Quote Attachments in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.
Overview
This is an application-driven recipe that sends Salesforce quote attachments as agreements to Adobe Sign for electronic signing. Also, once the agreements are electronically signed, the recipe uploads the agreement back to the respective quote in Salesforce.
To use the recipe, you must install the recipe and configure the connections and other resources within the recipe. When a Salesforce quote state is set to In-Review, the integration flow of the recipe is triggered, and it loads all the attachments in the quote. Further, the recipe uploads the quote attachments as individual agreements in Adobe Sign. An email notification is sent to the individual agreement participants to sign the document. Once the agreements are signed, the recipe then uploads the agreements back as attachments in the respective Salesforce quote.
Recipe Schema
This section provides an architectural overview of the recipe.
- Oracle Salesforce Adobe Sign Quote SO: This integration flow is triggered when the status of a quote in Salesforce is set to In-Review. It retrieves the attachments from the quote and uploads the quote attachments as individual agreements in Adobe Sign.
- Oracle Adobe Salesforce eSign Signature Handler: This integration flow is triggered when the participants have signed the agreements. It updates the Salesforce quote with the signed documents.