Quick summary
The Adobe Acrobat Sign Salesforce integration is installed directly from the Salesforce AppExchange, enabling teams to send, track, and manage eSignatures without leaving their CRM. This step-by-step process covers finding the app, running a sandbox trial, and completing the package installation in your Salesforce org.
Steps
- Go to Salesforce AppExchange and search for Adobe Acrobat Sign eSignature.
- On the app listing page, click the Try It Free button.
- Select the Try in Sandbox option to continue with a test environment.
- Enter your contact information and click Continue to Installation.
- Log in to your Salesforce org to begin the installation process.
- Click Use Custom Domain to add your Salesforce domain.
- Enter your Salesforce domain and click Continue.
- Choose which users to install the app for, then click Install.
- If prompted, approve Third Party Access and click Continue.
- Find the completed installation under Settings > Advanced Setup > Installed Packages.
