Products

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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Salesforce Setup Instructions

1. From Setup, enter Apps in the Quick Find box, and select “App Manager.”

view of step 1 salesforce setup

2. Click “New Connected App”

Salesforce set up step 2 view

3. Once in the configuration menu, fill out the information based on the image below.
salesforce setup step 3 view

4. After the information is entered click the “Save” button and you will be brought to your new Apps information screen.
Salesforce setup step 4 view

5. Click on “Click to Reveal” next to consumer secret.

Salesforce setup step 5 view

6. Copy these values and save them somewhere, like a notepad or blank document for later use.

7. Next navigate to Docubee and into the workflow model that you wish to be connected to Salesforce.

8. Once inside the workflow modeler add an “Export Document” task if one is not already there and select the Salesforce option.

9. Once you select Salesforce you will be presented with the following screen:

Salesforce setup step 9

10. Paste in the Consumer Key that you copied earlier into the Salesforce Client Id box

 

11. Paste in the Consumer Secret that you copied earlier into the Salesforce Client Secret box

 

12. Your login url is your Salesforce “my url”. For example https://ontask.my.salesforce.com/

For more information on this, visit their documentation here.


13. Once all three fields are filled out click “Connect to Salesforce” and authorize the app.