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Step 8: Create DocuFlow (DocuBuilder) Users

Step 8: Create DocuFlow (DocuBuilder) Users

Owned by Paul van der Koore

Last updated: 18 Sept 2023 by Willem Buurman

1 min read

Table of contents

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Step 1: Install DocuFlow app for Salesforce

Step 1: Install DocuFlow app for Salesforce

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Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)

Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)

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Startup met Salesforce

Startup met Salesforce

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Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)

Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)

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Central configuration of service account

Central configuration of service account

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Create users in DocuBuilder

Create users in DocuBuilder

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