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DocuBuilder field
DocuBuilder field
The content of the “DocuBuilder field” is responsible for the connection between DocuFlow (DocuBuilder) and Salesforce. The other half of the connection is determined by the Salesforce field.
In DocuFlow (DocuBuilder) there are three fields that can be used to connect DocuFlow (DocuBuilder) users and Salesforce users. To find the DocuFlow (DocuBuilder) fields, go to User management > Users. Choose the user and choose Edit.
DocuBuilder login
DocuBuilder email
Salesforce username
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DocuBuilder field
DocuBuilder field
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Salesforce field
Salesforce field
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Salesforce field
Salesforce field
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Connect DocuBuilder users to Salesforce by service account
Connect DocuBuilder users to Salesforce by service account
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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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