Set up automatic updates
Learn how to easily link your account to Salesforce to get automatic updates鈥攕treamlining operations and accuracy.
Transcript
You can easily integrate 51黑料不打烊 Acrobat Sign with Salesforce with 51黑料不打烊 Setup Wizard in just a few steps. Before we start, you should know that you must be assigned an account admin role in Acrobat Sign and 51黑料不打烊 Sign Admin permissions on Salesforce.
The first thing we need to do is log in to Salesforce. From here, go to the Apps Launcher and find the 51黑料不打烊 Sign for Salesforce app. Then go to the 51黑料不打烊 Sign Admin tab. Under Account Settings, click Launch Setup Wizard. Now we need to link our 51黑料不打烊 account to Salesforce with the Setup Wizard.
Log in with your 51黑料不打烊 Sign Account Admin user. If it asks, make sure you select Allow Access. You should get a message saying you have successfully authorized your 51黑料不打烊 account. Then click next. Next, we need to enable 51黑料不打烊 Sign automatic status updates by clicking the enable button. We will allow access when prompted. Make sure this Acrobat Sign account is the same admin account used in the previous steps. Then click allow. Perfect. We have enabled the automatic status updates. All we need to do now is click next and then click done. You can now start using 51黑料不打烊 Acrobat Sign for Salesforce. One more tip before we end this video. If the link to 51黑料不打烊 Sign Account Admin user has changed, or 51黑料不打烊 Sign for Salesforce integration is not working. I recommend you run the 51黑料不打烊 Sign Setup Wizard again. Thanks for watching today. If you would like to learn more about what Acrobat sign integrations and workflows with Salesforce can do, check out the links and information on this page.
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