Versions Compared

Old Version 7

changes.mady.by.user Paul van der Koore

Saved on

compared with

New Version Current

changes.mady.by.user Willem Buurman

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This page describes how to connect DocuFlow users to Salesforce.

Video

...

Step by step

  1. Search for DocuFlow Settings in the App Launcher:

    Image Modified

     

  2. Press Settings:

    Image Modified

     

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

    Image Modified

  4. Choose which Salesforce field and which DocuBuilder field should be used for OAuth:

...

  1. Image Added

For more detailed information, see:

...