Individual user configuration (by application manager)

Owned by Jack Kuijper
21 Aug 2022
2 min read

For every user, the Salesforce username must be entered, before a connection can be established.

Instructions

  1. Search for DocuFlow Settings in the App Launcher:

     

  2. Press Settings:

     

  3. Go to User management > Users. Choose the user and click Edit:

     

  4. Go to External Systems and choose Salesforce:

     

  5. If this is your own username, fill in your Salesforce User name (1), your Salesforce Password (2) and your Salesforce Security token (3), see Get (or reset) security token in Salesforce (by end-user)
    If you are creating a connection for somebody else, just fill in the user’s Salesforce User name (1):

     

  6. Leave the Use service account checkbox unchecked, unless you use a dedicated service account to connect Salesforce and DocuFlow, see Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional).

  7. Choose OK to save your settings.