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Step 7: OAuth user settings
Step 7: OAuth user settings
This page describes how to connect DocuFlow users to Salesforce.
Video
Step by step
Search for DocuFlow Settings in the App Launcher:
Press Settings:
Choose Salesforce > Settings in the menu on the left side:
Choose which Salesforce field and which DocuBuilder field should be used for OAuth:
For more detailed information, see:
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Step 3: Get OAuth Callback Url
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