Salesforce Docs Portal

Prepare a DocuSign Account for Integration (Managed Package)

For the managed package runtime, create a developer account in DocuSign and configure it for integration with Omnistudio.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

  1. Create a standard DocuSign account.
  2. Go to Apps and Keys in the DocuSign Settings and click the link to create a developer account. See Apps and Keys in the DocuSign documentation.
    If you use the same login for both DocuSign accounts and you log out, log back into the developer account at developer.docusign.com. To go to the Home, Templates, and Settings pages, click your profile icon and select My Apps & Keys.
  3. In Apps and Keys for the developer account, create a DocuSign application that uses Authorization Code Grant as the authentication type.
  4. Add a Secret Key to your DocuSign application. See Add Integration Keys in the DocuSign documentation.
  5. Copy the Account ID, Base URI, Integration Key, and Secret Key from the developer account. These items are required for Omnistudio integration.

What's Next: Create an Authentication Provider to Connect to DocuSign (Managed Package)

After you've tested your Omniscripts and DocuSign templates, migrate your templates and app to a DocuSign production account. See Download Templates, Upload Templates, and Go-Live in the DocuSign documentation.