For the managed package runtime, add a Named Credential using authentication provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign. Create a named credential for the admin who manages templates and your DocuSign account. You can also create a Send on Behalf named credential to send or sign DocuSign forms on behalf of other users.
Before you begin:
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Create an Authentication Provider to Connect to DocuSign (Managed Package)
- In your Salesforce org, from Setup, enter Named in the Quick Find box, then select Named Credentials.
- In the New dropdown list, select New Legacy.
- For Label and Name, enter DocuSign.
- For URL, enter https://demo.docusign.net.
- For Identity Type, select Named Principal.
- For Authentication Protocol, select OAuth 2.0.
- For Authentication Provider, select DocuSign.
- Enter a Scope of signature impersonation.
- Ensure that Start Authentication Flow on Save is selected.
- Ensure that Generate Authorization Header is selected.
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Click Save.
The DocuSign login window appears.
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From the DocuSign login window, log in to DocuSign.
This changes the Named Credential's Authentication Status to Authenticated.
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If needed, create a Send on Behalf user.
You can repeat the previous steps. In Step 3, enter a different Label and Name, for example, SendOnBehalf. You authenticate the Send On Behalf user with the the Send On Behalf user’s DocuSign account.