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When there is no service account configured, the connection to DocuFlow (DocuBuilder) and Salesforce will by directy by the end-user. |
Table of contents
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Initially, the users should be known within DocuBuilder so that they can now be linked to Salesforce from there. (see next chapter) |
Instructions
Search for DocuFlow Settings in the App Launcher:
Press Settings:
Further detailed description for the user management can be found via DocuBuilder gebruikers