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Salesforce

Salesforce

Owned by Jack Kuijper

Last updated: 21 Sept 2022

1 min read

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 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)

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Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)

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