You are here:
Create an Auth Provider for DocuSign
Add an Auth Provider credential for DocuSign in Salesforce to create a secure connection. Omnistudio uses these credentials to fetch document templates from DocuSign.
Ensure you have completed these actions.
Create a DocuSign account.
Create an Application that uses Authorization Code Grant as an authentication type. For more information, see Apps and Keys.
Add a Secret Key for your DocuSign application.
Here are the steps to create an auth provider for DocuSign:
- In your Salesforce org, from Setup, enter Auth. Providers in the Quick Find box, then select Auth. Providers.
- Click New, and select Open ID Connect.
- Name the Auth Provider DocuSign, and enter DocuSign in the URL Suffix field.
- In the Consumer Key field, enter your DocuSign App's Integration Key.
- For Consumer Secret, enter your DocuSign App's Secret Key.
- For Authorize Endpoint URL, enter https://account-d.docusign.com/oauth/auth for developer account, and https://account.docusign.com/oauth/auth for production account.
- For the Token Endpoint URL, enter https://account-d.docusign.com/oauth/token for developer account, and https://account.docusign.com/oauth/token for production account.
- For Default Scopes, enter refresh_token full.
- Select Send access token in the header.
- Select Include Consumer Secret in API Responses.
- Click Save. This saves your auth provider and generates Salesforce Configuration URLs.
- Copy the Callback URL.
- From your DocuSign account, in the App Details panel, click Edit.
- For Redirect URIs, paste the Callback URL.
- Click Save.
Did this article solve your issue?
Let us know so we can improve!
