Setup Salesforce
- From Setup, enter Apps in the Quick Find box and select App Manager.
- Click New Connected App.
- Once in the configuration menu, fill out the information based on the image below.
- After the information is entered click the Save button and you will be brought to your new Apps information screen.
- Click on Manage Consumer Details to view the consumer key and consumer secret.
- Copy these values and save them in a notepad or blank document for later use.
- Next, navigate to Docubee and into the workflow model that you wish to be connected to Salesforce.
- Once inside the workflow modeler add an Export Document task if one is not already there and select the Salesforce option.
- Once you select Salesforce you will be presented with the following screen:
- Paste in the Consumer Key that you copied earlier into the Salesforce Client Id box.
- Paste in the Consumer Secret that you copied earlier into the Salesforce Client Secret box.
- Your login url is your Salesforce “my url”. For example https://mydomainname.my.salesforce.com/ For more information on this, visit their documentation.
- Once all three fields are filled out click Connect to Salesforce and authorize the app. Note: Because Salesforce limits a user account to 5 connections for a Connected App, we recommend limiting the number of times you use a user account to authenticate Docubee Export Document tasks to 5. If you authenticate with the same Salesforce user account for more than 5 Export Document tasks, it may cause previously configured tasks to fail as Salesforce will revoke authentication for previous connections. See Manage OAuth-Enabled Connected Apps Access to Your Data for more information.