The Dropbox Sign for Salesforce integration supports Accounts, Contacts, Leads, and Opportunities out-of-the-box. Any other Salesforce object must be configured to use the Dropbox Sign button, use with triggers, or use with Apex Global Methods. Please follow the steps below to configure a Salesforce object to use with Dropbox sign.
1. Add lookup Field to Object from Dropbox Sign Signature Request
The Dropbox Sign Signature Request object stores signature data necessary for Dropbox Sign to function. In order to use Dropbox Sign on custom and non out-of-the-box standard objects you will need to create a lookup field on the Dropbox Sign Signature Request object.
PREREQUISITES: Ability to add fields to objects and layouts
Custom Fields & Relationship > New In Lightning: Fields & Relationship > New
Data Type = Lookup Relationship & Click Next
On the field creation screen a.
Related To = “target object” & Click Next
Field Label = “target object”
Field Name = “target object”
Click Next
Set security for the field (it must be visible and writable for users of Dropbox Sign) & Click Next
Add field to Dropbox Sign Document Status Layout & Click Next
Add Dropbox Sign Signature Request related list to the page layouts
Click Save
RESULTS: Lookup field exists in the Dropbox Sign Signature Request to the target object
2. Create Visualforce page for the Object
NOTE: This work must be done in a Sandbox or Development Environment and then deployed to a production environment as Visualforce pages cannot be directly created in a production environment.
NOTE: The steps for Lightning vary slightly and will be called out in the individual steps.
PREREQUISITES: Ability to create Visualforce pages
STEPS:
SETUP > Develop > Visualforce Pages > New In Lightning: SETUP > Custom Code > Visualforce Pages > New
On Visualforce Page creation screen
Label = HelloSignAction
Available for SF Mobile and Lightning Pages = checked
Visualforce Markup = delete placeholder code with code below, replacing MyObject__c with
your target object name (eg. Case, Custom_Agreement__c, etc.)
PREREQUISITES: The Visualforce page has been configured
STEPS:
SETUP > Build > Customize > Cases “Object Name” > Buttons, Links and Actions > New Button or Link For Custom Objects: SETUP > Build > Create > “Object Name” > Buttons, Links and Actions > New Button or Link In Lightning: SETUP > Objects and Fields > Object Manager > “Object Name” > Buttons, Links and Actions > New Button or Link
On the Button creation screen
Label = Use Dropbox Sign
Name = Use_HelloSign
Display Type = Detail Page Button
Behavior = Display in existing window without sidebar
Content Source = Visualforce page
Content = HelloSignAction(the VF page created prior)
Click Save
RESULTS: Button is created
4. Add Use Dropbox Sign button to the page layout(s)
Go to Settings > Object manager
Find Opportunity, Account, Lead, or Contact and click
Select Page Layouts in the sidebar and choose the layout to add the Dropbox Sign action and related list
In the layout editor choose the Mobile & Lightning Actions
Drag the Use Dropbox Sign action to the Mobile and Lightning Experience Actions
Select Related Lists
Select and drag the Dropbox Sign Signature Requests into the related list listing.
RESULTS: The Use Dropbox Sign button and Dropbox Sign Signature Requests related list have been added to the given page layout.
5. Configure the Object in the Dropbox Sign Settings Tab
PREREQUISITES: The lookup field to Dropbox Sign Signature Request has been configured
STEPS:
Open the Dropbox Sign Settings tab
Click Supported Objects on the left navigation pane
Use the add new object picklist to select the target Object
Object Name = automatically generated
Signature Request Lookup Field = target object field name created on Dropbox Sign Signature Request object (will always be appended with __c)
Click Save
RESULTS: The object records are ready to send for signature
6. Configure Permission Sets and Grant Users access
In step two you created a visualforce page. You will need to grant your Dropbox Sign users access to this page.
NOTE: The following steps use the HelloSign_User permission set. You can also update the HelloSign_Admin permissions set, but if users with that permission set have Salesforce Admin capabilities they will automatically have access to the new Visualforce page.
Comments
0 comments
Article is closed for comments.