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Connect DocuBuilder users to Salesforce by service account
Connect DocuBuilder users to Salesforce by service account
- Jack Kuijper
Owned by Jack Kuijper
When a service account is configured, the connection to DocuFlow (DocuBuilder) and Salesforce can be done via this service account or directy by the end-user.
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Connect DocuBuilder users to Salesforce by service account
Connect DocuBuilder users to Salesforce by service account
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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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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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DocuBuilder field
DocuBuilder field
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DocuBuilder field
DocuBuilder field
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Salesforce field
Salesforce field
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