About This Recipe

This is an application-driven recipe that sends Salesforce quote attachments as agreements toAdobe 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.

System and Access Requirements

• Oracle Integration, Version 21.2.1.0.0 or higher

• Salesforce

• An account on Salesforce with the Administrator role

• Adobe Sign

• An account on Adobe Sign with the Administrator role

Recipe Schema

This section provides an architectural overview of the recipe.

Description of the illustration import-quote-attachments.png

This recipe has the following integration flows:

• 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.