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Salesforce
Salesforce
- Jack Kuijper
Owned by Jack Kuijper
Last updated: 21 Sept 2022
DocuFlow and DocuBuilder have extensive integration with Salesforce. The following describes what needs to be done in DocuBuilder to set up this link.Linking from DocuFlow to Salesforce is obtained through DocuBuilder.
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Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
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Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
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Step 4: Create DocuFlow Connected App in Salesforce
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