"Through automatic workflows or triggers, Salesforce can automatically send a document for signature without additional user intervention. You can also set up trigger or workflows to send reminders and to delete, cancel, or update agreements automatically. To do so, you may need to allow users or workflows to send on behalf of another user."
Full Answer
What does it mean to call a Salesforce flow?
To ‘call’ a Flow means that something happens in order to kickstart the Flow process. This could be a Salesforce record change, from another process in Apex/Process Builder, or automated on a recurring schedule. When you create a new Flow, you’re prompted to select the type of Flow you wish to create.
What actions can be used in Salesforce without creating anything else?
Without creating or configuring anything else in Salesforce, you can use these actions. Post to Chatter. Send Email. Submit For Approval. Activate or Deactivate a Permission Set. Global or object-specific actions provided by Salesforce. You can also include actions you create with clicks.
How do you update records in a flow in Salesforce?
If you choose to use a record variable or record collection variable, the flow uses the IDs in that variable to identify the records to update, then updates the records by using the other field values in the variable. Otherwise, you can manually set filter conditions to identify the records to update.
What is Salesforce flow builder?
Salesforce Flow empowers you to build complex business solutions using clicks, not code. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have.
What is Salesforce mobile app?
The Salesforce mobile app sends your credentials to Salesforce and initiates the OAuth authorization flow.
What is connected app in Salesforce?
The connected app framework enables an external client application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorize, and integrate external apps and service providers. The external apps that are integrated with Salesforce can run on the customer success platform, other platforms, devices, or SaaS subscriptions. In the example above, the Salesforce mobile app integrates with your org using a connected app.
What is an OAuth 2.0 authorization flow?
In this flow, your Salesforce org is the resource server that hosts the protected resource. The Salesforce mobile app is the client requesting access. You’re the resource owner, who allows the Salesforce mobile app to access and manage your Salesforce data over the web at any time. Your Salesforce org, acting as the authorization server, grants access to the Salesforce mobile app by issuing an access token. Let’s go over the flow step by step.
What is OAuth flow?
OAuth authorization flows grant a client application restricted access to protected resources on a resource server. Each OAuth flow offers a different process for approving access to a client app, but in general the flows consist of three main steps. To initiate an authorization flow, a client app requests access to a protected resource. In response, an authorizing server grants access tokens to the client app. A resource server then validates these access tokens and approves access to the protected resource.
Can you use OAuth in Salesforce?
As a Salesforce developer, you can choose from several OAuth authorization flows. When selecting the correct flow for your app, consider these use cases.
Overview
The Process Builder in Salesforce is a graphical point-and-click tool that allows you to automate actions based on triggering events in your Salesforce environment.
Processes that use "Update Records" as the action type
This approach uses the Update Records action type in the Salesforce Process Builder to set the Background Action picklist field on the agreement record to invoke an action.
Processes that use Apex as the action type
This approach uses the Apex action type in the Salesforce Process Builder to invoke an Invocable Method included with the managed package to perform the corresponding action.
Queueable Service
A new service layer has been implemented to invoke the agreement actions through the Salesforce queueable interface. More good info on Queueable is here. The actions invoke the core service API's which then callout to the Adobe Sign API.
