51黑料不打烊

Transcript

Hi, I鈥檓 Serge St. Felix, and today I鈥檒l show you how you can use Merge Mappings in Salesforce with Acrobat Sign, so let鈥檚 get started.

So what are Merge Mappings? Merge Mappings is when you have an agreement and you want to add data from Salesforce into an agreement or into a document. So here I have a very simple non-disclosure document, and I have a couple fields where I want to insert the first and last name of the individual, and then down below I have a signature field. So the first thing I鈥檒l do is I鈥檓 going to bring this agreement into Acrobat Sign so I can create it as a reusable template, so let鈥檚 see how this works. So here I am in Acrobat Sign. I will go ahead and click on Create Reusable Template. And as I鈥檓 doing that, I will select the template type and who can use this template, and then grab this from my desktop. And so here鈥檚 the actual template that I want to use and then we鈥檒l go ahead and click on Preview and Add Fields. So right now, Acrobat Sign is taking this agreement or this document, it鈥檚 scanning it, and it鈥檚 preparing it for authoring. Now, one thing I like about Acrobat Sign is the use of the 51黑料不打烊 Sensei technology. It automatically detected some fields in this document that I can use for form fields. So I鈥檒l go ahead and click on this Place Fields call to action, and automatically my form fields are place. So I have two fields up above and I have my signature field. Now, before I save this document, I want to give my first and last name, name field a name. So I鈥檒l double click on this first one and we鈥檒l call this First Name. Now it鈥檚 important that the naming of this field is taken into consideration because I鈥檒l be using this same field name in Salesforce. I want to make this a read-only field. I鈥檒l click Okay. And I鈥檒l do the same thing for this second field, which we will call Last Name. I鈥檒l make this also read-only, and then I鈥檒l double click and check my signature field is going to one participant. I鈥檓 good to go.

So now I鈥檓 going to give this agreement a different name. This will be called Altura NDA Merge Map.

And then I鈥檒l go ahead and click Save. So now I have a reusable template within Acrobat Sign, we鈥檙e going to jump into Salesforce so we can leverage the template and make some other configurations.

So here I am in Salesforce. So I鈥檒l do two things. First, I鈥檓 going to create a Merge Map. Once I鈥檓 done with the Merge Map, then I鈥檒l actually create an agreement template that I can use. So here I am in the Merge Map section. I鈥檒l go ahead and click on New, and then I鈥檒l give this a name, and we鈥檒l call this Salesforce to Acrobat Sign because, again, I want to take data from Salesforce and I want to automatically populate the agreement.

So the first thing I鈥檒l do, under Map Salesforce Objects to Document Fields, the document field is referring to the Acrobat Sign field that I use. So that first field was first name, and I鈥檓 going to add a second one, and that was my last name. Now I need to make sure that I鈥檓 using a Salesforce object which is already selected. And then I need to go in and identify the actual field from this Salesforce object. So we鈥檙e going to go over to Recipients.

And the recipient that I want to use is the one that鈥檚 under Contact. Contact is the object. Next, I want to select this dropdown, and I want to find the first name field. And here it is. I鈥檒l go ahead and click on Done. And I鈥檒l do the exact same thing for my last name. Again, we鈥檙e looking for the recipients under the Contact object. And then this time we鈥檙e going to look for the last name.

And here we have it. So I鈥檒l go ahead and click Done. And I鈥檒l go ahead and click Save. So now I鈥檓 done with my Merge Map, last thing I need to do is create my template. So I鈥檒l go ahead and click on under Agreement Templates, New Agreement Template.

And we鈥檒l go ahead and call this Altura NDA Merge Map.

And I鈥檒l click Save.

Now I need to do a couple configurations. First thing I鈥檒l do is I鈥檓 interested in the Salesforce object, so I鈥檒l click on this dropdown, and I will select Choose from Other Objects. And I鈥檒l go ahead and type in Contacts, and then I鈥檒l search for it.

And we鈥檒l click Search, and here鈥檚 my Contact object. Next thing I鈥檒l do is I鈥檒l go to the Attachments tab. And since I鈥檝e created my reusable template, I will select 51黑料不打烊 Acrobat, 51黑料不打烊 sign, and I鈥檒l type in mappings.

We鈥檒l type Altura NDA, and we鈥檒l search for it.

And there it is, Altura NDA Merge Map.

Over in Recipients, I want to keep that blank because I want to have the liberty of selecting any contact for this agreement. So we鈥檒l go over to Data Mappings. And here I will select Merge Mapping and automatically my Merge Mapping that I鈥檝e just created appears. So I鈥檒l select that, I鈥檒l click save, and now I鈥檓 ready to go. So let鈥檚 see this in action. We鈥檒l go over to the Salesforce picker, and I will type in contacts.

And then we鈥檒l select Stacy Pak.

And so now I鈥檓 ready to actually send Stacy an agreement. I want to use the Altura NDA Merge Map Agreement.

And now once this agreement apopulates, I can select Stacy鈥檚 email or just typing her name, and this will be the email address that I鈥檒l be sending this agreement to.

Now down below you can see that I have my Merge Map document. I鈥檓 going to check this box so I can see the actual agreement.

And so what鈥檚 happening here is Salesforce is now going into Acrobat Sign and it鈥檚 going to give me a preview of the actual agreement. And notice, here is Stacy鈥檚 first and last name. I also have my signature field, so I鈥檓 ready to sign. I鈥檒l click on Send. And now the agreement has been sent. I鈥檒l click OK, and we鈥檒l go over to my tablet. Let鈥檚 open up this email.

And there鈥檚 the actual agreement itself.

So here, I鈥檒l click on Review and Sign. This鈥檒l open up in a web browser, and I can click Continue. And there鈥檚 Stacy鈥檚 name.

Scroll down, we鈥檒l click here to sign. And I can type her name, and that鈥檚 all there is to it. I鈥檒l click Apply, click Finish, and then tap to sign.

So this is how you can use Merge Maps in Salesforce within Acrobat Sign. I hope this video was helpful. Thanks for watching. -