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changes.mady.by.user Paul van der Koore

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New Version Current

changes.mady.by.user Jack Kuijper

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Instructions

  1. Search for DocuFlow Settings in the App Launcher:

     

  2. Press Settings:

     

  3. Go to User management > Users. Choose the user and click Edit:

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  4. Go to External Systems and choose Salesforce:

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  5. Enter the Salesforce User name and check the Use service account checkbox. Press Test connection if you would like to test your service account connection settings.

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  6. Choose OK to save your settings.