/
Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
It is possible to connect DocuFlow (DocuBuilder) and Salesforce through a service account, this account is usually a dedicated Salesforce administrative account. Using a dedicated service account makes it easier for end-users to connect to DocuFlow and rights for DocuFlow can easily be managed centrally in Salesforce. Using a service account requires some extra configuration in Salesforce.
Table of contents
Related content
Step 5: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
Step 5: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
More like this
Step 6: OAuth user settings
Step 6: OAuth user settings
Read with this
Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
More like this
Central configuration of service account
Central configuration of service account
Read with this
Connect DocuBuilder users to Salesforce by service account
Connect DocuBuilder users to Salesforce by service account
More like this
Step 2: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
Step 2: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
Read with this