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Salesforce requirements

Salesforce requirements

Before you can use the DocuFlow app for Salesforce, there are some Salesforce requirements. Please read these instructions carefully.

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Step 1: Install DocuFlow app for Salesforce
Step 1: Install DocuFlow app for Salesforce
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Step 1: Install DocuFlow app for Salesforce
Step 1: Install DocuFlow app for 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 4: Create DocuFlow Connected App in Salesforce
Step 4: Create DocuFlow Connected App in Salesforce
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Step 6: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
Step 6: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
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Step 5: Create DocuFlow Connected App in Salesforce
Step 5: Create DocuFlow Connected App in Salesforce
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