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  1. In Salesforce go to Setup.

  2. Search for Users > Permission Sets.

  3. Create a new Permission Set:

  4. Give a name to the new permission set (for example: Set audit Fields Permission Set) and save it:

  5. Once it is created it will be open for editing. Scroll down and click on System permissions:

  6. The System Permissions page will be shown. Click on Edit:

  7. Find Set Audit Fields upon Record Creation and check it:

  8. Press Save to save the permission set:

  9. Confirm the changes by pressing Save again:

  10. Assign the DocuFlow service account to the permission set by pressing Manage Assignments:

  11. Choose Add Assignments:

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  12. Select the service account you want to assign the Permission Set to and press Assign:

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