Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

We recommend 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 Salesforce.

Instructions

Create new user in Salesforce

  1. Open Service Setup in Salesforce:

     

  2. Click on Users > Users:

     

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

     

  4. Log in with the new user and create/reset the security token. See Beveiligingstoken ophalen in Salesforce or Reset Your Security Token on help.salesforce.com.

  • No labels