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Legally, authenticating to an email account and thus the signing URL on the email is sufficient to capture a binding signature. Adobe Sign provides four second-factor identity verification methods US based customers have five options when KBA is included :.
If you are using Salesforce Professional Edition, please make sure to follow the instructions in the following sections after completing the standard installation steps. With Fields selected, click to drag and drop each of the following fields to the page layout:.
This is in place to ensure proper level security as per Salesforce Security guidlines. Admins should carefully read through and understand the Record Level Sharing and other permission models in Salesforce. This trailhead is useful if you need a refresher. We recommend using role hierarchy, groups, profile permission, permission sets, etc for this purpose instead of changing the Organization wide default. The below settings are not specific to the Adobe Sign for Salesforce application, but they are resources that are used.
Clickjacking attacks typically use a combination of stylesheets, iframes, and form elements to convince a targeted user that they are interacting with an innocuous page when instead, they are typing into or clicking on an invisible frame controlled by an attacker.
A successful clickjacking attack could circumvent cross-site request forgery CSRF protections that attempt to confirm transactions with the user, resulting in an unwanted transaction. Without the HttpOnly attribute set on a cookie, an attacker can use client-side JavaScript for a cross-site scripting attack and capture the cookie's value via the injected script.
Note that the restrictions imposed by the HttpOnly attribute can potentially be circumvented in some circumstances and that numerous other serious attacks can be delivered by the client-side script injection, aside from simple cookie stealing.
This can be prevented by modifying session security settings and enabling Require HttpOnly attribute. This setting commands the web client i. During installation, you may have only granted Administrators access to Adobe Sign for Salesforce. If you need to extend access to additional user profiles, please refer to the documentation for Granting Profile Access for Adobe Sign for Salesforce. If the Salesforce password or username has changed for the account linked to Adobe Sign for your Salesforce Org, remember to update it so that status updates continue to work properly for agreements in your Org.
Adobe Sign users can change their own email addresses. Users can find information on changing their email addresses in the Adobe Sign Help by clicking here. Adobe Sign account administrators can also change the email addresses of users using the bulk update feature.
Administrators can find information on using bulk update in the Adobe Sign Help by clicking here. Professional and Enterprise editions will fail to do a Lead lookup if the user's Profile does not permit access to the Mobile field of the Lead object.
An optional Analytics setting has been put in place to allow Adobe Sign to collect usage data to improve the product. This data is used only for development and not for marketing purposes. Legal Notices Online Privacy Policy.
Installation guide for the Adobe Sign for Salesforce package, version Before downloading the package, please contact the Adobe Sign support team to: Ensure the Adobe Sign account is properly provisioned in the Salesforce channel Verify the correct userID email address is designated as an administrator in the Adobe Sign system Provide all of the owned domains that your users could be using in their email addresses Do not include public use domains like gmail.
Obtain a list of all users in the Adobe Sign system using your owned domains You may need to request valid users to be moved into your Adobe Sign account It is vital that the user email in Adobe Sign match the primary email of the user.
In the event where it is not, the Adobe Sign email value should be changed. For most admins, this is worth configuring early. Supported Browsers Chrome - current version Firefox - current version Safari - current version Edge - current version Salesforce Administrators will not be able to launch the Set Up wizard in Edge browsers.
Known Issues. After account sharing is enabled, users that are not party to the agreement will not be able to view the agreement in the Salesforce environment , unless: The agreement was created from a shared library template in the Adobe Sign library The library template is shared in a manner that encompasses the viewer. Either: Shared for all users in the account Shared at the group level, where the sender and viewer are in the same group The agreement is still viewable in the Adobe Sign environment.
Adobe Sign Support. Install Adobe Sign for Salesforce v Basic installation to the point of functionality takes only 15 minutes Existing Customers Upgrading from Previous Versions —We strongly encourage customers to upgrade to the latest version of the package to take advantage of the latest features and also get the best support. Important Sandbox Testing Notes. Installing the Adobe Sign package. Click the Get It Now button. Select the appropriate login option. You will be prompted to create a Salesforce account.
When you are done, repeat steps 1 and 2 to log in with your credentials. When prompted, select which environment to install into, Production or Sandbox. Review the installation information and terms and conditions: Check the Terms and Conditions check box to verify that you have read and agree to the conditions Click Confirm and Install to start the installation process.
During the import process, a notification page displays telling you this will take some time Click Done to continue. Post-Install Configurations Required.
Apply the Adobe Sign Permission Sets as needed. Adobe Sign installs four permission sets to facilitate granting field level access to the custom objects: Adobe Sign User - Minimum required permissions for an Adobe Sign for Salesforce sender user. Includes limited access to the required components included in the managed package: objects, fields, tab, classes and pages Adobe Sign Community User - Minimum required permissions for an Adobe Sign for Salesforce community user Includes limited access to the required components included in the managed package: objects, fields, tab, classes and pages Adobe Sign Admin - Minimum required permissions for an Adobe Sign for Salesforce administrator user.
Includes full access to all of the components included in the managed package: objects, fields, tab, classes and pages. Includes all admin access as well as access to all org data. Launch the Adobe Sign Setup Wizard. Click the Adobe Sign Admin tab to launch the installation wizard. Phone Chat Forums. Adobe Stock single image. Phone 30 days from the date of purchase Chat 30 days from the date of purchase Forums. Creative Cloud for teams. Team members. Phone Chat Forums Expert Sessions for product how-to's.
Creative Cloud for teams - single apps Adobe Stock plans. Team admins. Phone Chat Forums Expert Sessions. Document Cloud for individuals. Not applicable. Document Cloud for teams. Acrobat DC. Adobe Sign for teams. Acrobat DC Adobe Sign for teams. Print and publishing products.
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