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There are multiple ways for DocuFlow to save documents and update data in Salesforce. One of these ways is to use a dedicated service account. This way end-users don’t have to change their security token every time their password changes. When using a service account, documents and record changes are made with the service account username. It is possible to change this behavior by enabling the Create Audit Fields permission in Salesforce. |
Instructions
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Instructions
In Salesforce go to Setup.
Search for Platform Tools > User Interface > User Interface.
Under Setup choose for Enable "Set Audit Fields upon Record Creation“ and "Update Records with Inactive Owners" User Permissions:
Press Save.
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