As we know that Salesforce does provide lots of features to integrate different applications and get high performance in it.
Adobe integration is used for two way authentication process to get auditable and for authenticating the document with the help of a manual signature process.
The process of Adobe salesforce integration is to send a document to the relevant user for getting a signature verified by email. It is a two-way process where Salesforce sends a document to the user by email and get back the signed document for verification.
Salesforce to Adobe integration process:
In this process firstly we collect all information about the Adobe And fulfill all the requirements which are mentioned below:
- Firstly, we register a developer Account on adobe echo-sign on this URL:-
Adobe also provides a free trial account for 14 days, after 14 days it will be expired.
2. If you have created your developer account successfully, then the next step is you need to create an Application inside your account to get Application Id(Customer ID) and Customer secrete.
Steps to create an application:
Log in to your Adobe account select API from the top menu bar as shown below
If you are already an Enterprise customer, you may not see the API link. In that case, click Account to proceed.
API selected then select API Application.
If you have selected that Option then you will see (+) icon in the right corner
Select the Create (+) icon for creating an application
Select this Icon then you have a form to create an application, fill the necessary information in your App then click save.
When you create a new app, you need to choose the right domain:
1)CUSTOMER: Apps for internal use and testing. Use this domain if you need your app to access data only from your account.
2)PARTNER: Apps for production and public use. Use this domain if you need your app to access data in any Adobe Sign account.
Now you have created your Application successfully.
Next Step is to Configure Auth for the application:
- Select API Applications to view the list of apps you have created; then select your app to view its action menu.
- Select View/Edit to get the Application ID and secret.
Note down the app’s Application ID and Secret. You will be using this information to issue access tokens in the Adobe Sign API.
Configure your Auth:
Select Configure OAuth for Application to enable scopes.
Remember here your redirect URL must be a valid URL in which you will get Authorization code in the query parameter.
Now you are all set to invoke the Sign APIs from your client-side apps.
Now we are ready for getting an ‘Authorization Code’ and Access Token from Authorization
Get Authorization code:
Generate the ‘Authorization Code’ using the following link. The Client ID, Redirect URI & scopes must be the valid scope which is in your applications, put your scopes in the following URL as selected in the application (Avoid space in the following URL and the Shard like ‘NA1’ is as per the Adobe Sign account belongs to):
Put this URL into the browser window it redirects your redirect URL and
gets the Authorization code.
select Allow Access to receive the authorization code
Your Authorization code is shown below in parameter
Now the final step is, we want Access token and Refresh token for completing integration and API calls.
The following code is shown below, with the help of this code we will get access token and refresh tokens.
HttpRequest req=new HttpRequest();
Http http=new Http();
System.debug(‘ — — — — — — — — — — — — — — — ‘+Resp.getBody());
Now you have Access token and Refresh tokens in the json response format, with the help of tokens you can go for the API calls.