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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)
It is possible to connect DocuFlow (DocuBuilder) and Salesforce through a service account, this account is usually a dedicated Salesforce administrative account. 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. Using a service account requires some extra configuration in Salesforce.
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Step 5: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
Step 5: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
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Step 1: Install DocuFlow app for Salesforce
Step 1: Install DocuFlow app for Salesforce
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Step 2: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
Step 2: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
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Step 4: Create DocuFlow Connected App in Salesforce
Step 4: Create DocuFlow Connected App in Salesforce
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DocuFlow API - Introductie
DocuFlow API - Introductie
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DocuFlow API - Endpoints
DocuFlow API - Endpoints
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