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We recommend This page describes how to create a dedicated Documizers service account to connect to Salesforce. Using a dedicated service account makes it easier for end-users to connect to DocuFlow and rights for DocuFlow can easily be managed centrally in Salesforcenew user in Salesforce with System Administrator rights.

Instructions

Create new user in Salesforce

  1. Open Service Setup in Salesforce:

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  2. Click on Users > Users:

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  3. Create a new user and choose for System Administrator* under Profile:

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  1. *

  2. Log in with the new user and create/reset the security token. See

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  1. Get (or reset) security token in Salesforce (by end-user)

Tip

* Password expiration in Salesforce

In stead of using the System Administrator profile it is also possible to use a copy of the default Salesforce System Administrator Profile and disable the expiration of passwords in this profile! See Password Policy Fields in Profiles on help.salesforce.com.