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Step 6: OAuth user settings

Step 6: OAuth user settings

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This page describes how to connect DocuFlow users to Salesforce.

Video

 

Step by step

  1. Search for DocuFlow Settings in the App Launcher:

     

  2. Press Settings:

     

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

     

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

 

For more detailed information, see: