Configuring Salesforce objects to use with Dropbox Sign

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.

How to add a 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 need to create a lookup field on the Dropbox Sign Signature Request object.

To add a lookup field to an object from a Dropbox Sign Signature request:

1. Follow this path: SETUP > Build > Create > Objects > Dropbox Sign Signature Request In Lightning: SETUP > Objects and Fields > Object Manager > Dropbox Sign Signature Request
2. Follow this path: Custom Fields & Relationship > New In Lightning: Fields & Relationship > New
3. Data Type = Lookup Relationship
4. Click Next.
5. On the field creation screen a:
   1. Related To = “target object”.
   2. Click Next.
   3. Field Label = “target object”.
   4. Field Name = “target object”.
   5. Click Next.
6. Set security for the field.
   • Note: The security field must be visible and writable for users of Dropbox Sign.
7. Click Next.
8. Add field to Dropbox Sign Document Status Layout.
9. Click Next.
10. Add Dropbox Sign Signature Request related list to the page layouts
11. Click Save.
    

How to create a Visualforce page for the object

To create a Visualforce page for an object:

1. Follow this path: SETUP > Develop > Visualforce Pages > New In Lightning: SETUP > Custom Code > Visualforce Pages > New
2. On the Visualforce Page creation screen:
   • Label = HelloSignAction e.g. HelloSignActionCase
   • Name = HelloSignAction e.g. HelloSignActionCase
   • 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.)

3. Click Save.
   

How to create a Use Dropbox Sign button

1. Follow this path: 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
2. 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)
3. Click Save.
   

How to add a Use Dropbox Sign button to the page layouts

To add a Use Dropbox Sign button the the page layouts:

1. Go to Settings > Object manager.
2. Click Opportunity, Account, Lead, or Contact.
3. Select Page Layouts in the sidebar and choose the layout to add the Dropbox Sign action and related list.
4. In the layout editor choose the Mobile & Lightning Actions.
5. Drag the Use Dropbox Sign action to the Mobile and Lightning Experience Actions.
6. Select Related Lists.
7. Select and drag the Dropbox Sign Signature Requests into the related list listing.

How to configure the object in the Dropbox Sign settings tab

To configure the object in the Dropbox Sign settings tab:

1. Open the Dropbox Sign settings tab.
2. Click Supported Objects on the left navigation panel.
3. 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)
4. Click Save.
   

How to configure the permission sets and grant users access

After creating a Visualforce page, you need to grant your Dropbox Sign users access to this page.

To configure the permission sets and grant users access:

1. Follow this path: SETUP > Manage Users > Permission Sets In Lightning: SETUP > Users > Permission Sets
2. Clone HelloSign_User permission set.
3. Rename the permission set.
4. Return to the list of permission sets and select the new permission set you created.
5. Under Apps click Visualforce Page Access.
6. Click Edit.
7. Add the Visualforce page you just created - HSignAction.
8. Click Manage Assignments.
9. Click Add Assignments.
10. Click empty checkbox next to all users you want to add to this custom HelloSign permission set.
11. Click Assign.
12. Click Done.