Multiple packages must be installed to implement the complete Adobe Sign solution. Packages for Adobe Sign must be installed in the order indicated in the table in this section. You begin with the Apttus base packages and then install the integration packages that enable the various products to function together. 

Apttus recommends downloading and upgrading Apttus packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Apttus Support before you install any packages. 

Install the packages in the following order.

The Apttus Base Library provides a shared library of reusable components that other Apttus packages may use. All CPQ and Contract Management customers must install this package in order to use Apttus CPQ and Contract Management products.

In addition, beginning in the Spring ’20 release, Apttus is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected. If, during installation, you see an “Approve Third-Party Access” prompt, please select the Yes, grant access to these third-party web sites check box and click Continue. For more information, see Apttus Adobe Sign Services on Salesforce Summer 2020 Release Notes.

OrderPackageInstall Center tab to access the packageRequired?
1Apttus Base LibraryContract ManagementY
2Apttus Contract ManagementContract ManagementY
3Apttus Proposal Management

CPQ

Y
4Adobe Sign

NA

Y
5Apttus Contract EchoSign Integration  Echosign IntegrationY
6Apttus Quote/Proposal EchoSign IntegrationEchosign IntegrationY

You must have Apttus-provided login credentials to the Apttus Community Portal to be able to download packages. 

To install Adobe Sign packages

  1. Go to appexchange.salesforce.com.
  2. Navigate to Adobe Sign and click Get It Now.
  3. Click the environment where you want to install the package and follow the instructions on the page.
  4. Verify the package installation details and click Continue.
  5. Review the package API access and click Next.

    Ensure you have checked the I have read and agree to the terms and conditions checkbox.

  6. Select the profile for which you want to install the package. Apttus recommends that you select Install for All Users.

  7. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions.

    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects.

  8. Click Set
  9. Click Install.

To install Apttus EchoSign Integration packages

For agreement, you must install the Apttus Contracts Management package 8.325 or higher.

For quotes, you must install the Apttus Proposal Management package 8.99 or higher.

  1. Go to the Resources > Install Center tab on the Apttus Community Portal.
  2. In My Packages navigation link, click Echosign Integration. From the VERSION drop-down, select the version that you want to install.
  3. Click Install Now.
  4. Select the environment in which you want to install the packages.
    • Click Install in Production to install the packages in your production org.
    • Click Install in Sandbox to install the packages in your sandbox org.
  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. Enter the Password provided by Apttus.
  7. Select the profile for which you want to install the package. Apttus recommends that you select Install for All Users.

  8. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions.

    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects.

  9. Click Set
  10. Click Install

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.