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Info

This page describes how to connect DocuFlow users to Salesforce.

Instructions

  1. Search for DocuFlow Settings in the App Launcher:

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  2. Press Settings:

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  3. Choose Salesforce > Settings in the menu on the left side:

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  4. Choose which Salesforce field and which DocuBuilder field should be used to connect users. For more detailed information, see:

    • Salesforce field

    • DocuBuilder field