Send on behalf of to Adobe Sign
We need a way to send agreements on behalf of another user. Ideally this could be allowed/dissalowed on the package level, and granted to specific users via permission set.
Anonymous
shared this idea
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Stephan Fijneman
commented
we do this all the time:
1. Setup the SF user to 'send on behalf of (Custom setting, checkbox in User account, needs to have an Adobe account, see Adobe documentation)
2. add a Insert-Update to your DDP that populates the following field with the User ID of the 'send on behalf'- user; [echosign_dev1__SIGN_Agreement__c.echosign_dev1__Sender_User__c]
(Adobe 'Agreement' - object, field label='Send On Behalf Of' )
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Insert-Update Detail
Object Name: echosign_dev1__SIGN_Agreement__c
Attach to this Object: NOT checked
Field-Value Pairs: echosign_dev1__Sender_User__c = 0051K000008bPQR -
Anonymous
commented
Adobe sign has an API for this