Optional: Configure DocuSign Values for Setup Tab using Named Credentials for HINS Spring '22 and Later Releases

If Omnistudio Perm is enabled in your org, configure DocuSign values for setup tab using named credentials.

1. 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.
   1. In your Salesforce org, from Setup, enter Auth. Providers in the Quick Find box, then select Auth. Providers.
   2. Click New, and select Open ID Connect.
   3. Name the Auth Provider DocuSign, and enter DocuSign in the URL Suffix field.
   4. In the Consumer Key field, enter your DocuSign App's Integration Key.
   5. For Consumer Secret, enter your DocuSign App's Secret Key.
   6. For Authorize Endpoint URL, enter https://account-d.docusign.com/oauth/auth.
   7. For Token Endpoint URL, enter https://account-d.docusign.com/oauth/token.
   8. For Default Scopes, enter refresh_token full.
   9. Select Send access token in header.
   10. Select Include Consumer Secret in API Responses.
   11. Click Save. This saves your auth provider and generates Salesforce Configuration URLs.
   12. Copy the Callback URL.
   13. From your DocuSign account, in the App Details panel, click Edit.
   14. For Redirect URIs, paste the Callback URL.
   15. Save your changes.
2. Create a Named Credential for DocuSign using OAuth.
   1. In your Salesforce org, from Setup, enter Named Credentials in the Quick Find box, then select Named Credentials.
   2. Click New.
   3. For Label and Name, enter DocuSign.
   4. For URL, enter https://demo.docusign.net.
   5. For Identity Type, select Named Principal.
   6. For Authentication Protocol, select OAuth 2.0.
   7. For Authentication Provider, select DocuSign.
   8. For Scope, enter refresh_token full.
   9. Select Start Authentication Flow on Save.
   10. If Generate Authorization Header is not selected, select it.
   11. Click Save. A DocuSign login page will launch in a new tab.
   12. From the DocuSign login page, log in to DocuSign. This changes the Named Credential's Authentication Status to Authenticated.
3. Create a Named Credential for DocuSign using Password Authentication.
   Add a Named Credential using auth provider information to create a secure connection. Omniscripts and Integration Procedures use these credentials to connect with DocuSign.
   1. In your Salesforce org, from Setup, enter Named Credentials in the Quick Find box, then select Named Credentials.
   2. Click New.
   3. For Label and Name, enter DocuSignPassword.
   4. For URL, enter https://demo.docusign.net.
   5. For Identity Type, select Named Principal.
   6. For Authentication Protocol, select Password Authentication.
   7. Enter Docusign Username and Password in the respective fields.
   8. Select Allow Merge Fields in HTTP Header.
   9. Click Save. A DocuSign login page launches in a new tab.
4. Add Omni Interaction Configuration Settings for DocuSign.
   Provide DocuSign authorization by adding two Omni Interaction Configuration entries for DocuSign.
   1. From Setup, enter Omni Interaction Configuration in the Quick Find box, then select Omni Interaction Configuration.
   2. Click New.
   3. For Name and Label, enter DocuSignAccountId.
   4. For Value, enter the API Account ID of your DocuSign Account. The API Account ID is present on DocuSign's Apps and Keys page..
   5. Click Save.
   6. Click New.
   7. For Name and Label, enter DocuSignNamedCredentia.
   8. For Value, enter DocuSign.
5. Add Omni Interaction Configuration Settings for DocuSign Password Authentication.
   Provide DocuSign authorization by adding two Omni Interaction Configuration entries for DocuSign.
   1. From Setup, enter Omni Interaction Configuration in the Quick Find box, then select Omni Interaction Configuration.
   2. Click New
   3. For Name and Label, enter DocuSignAccountId.
   4. For Value, enter the API Account ID of your DocuSign Account. The API Account ID is present on DocuSign's Apps and Keys page.
   5. Click Save.
   6. Click New.
   7. For Name and Label, enter DocuSignNamedCredential.
   8. For Value, enter DocuSignPassword
6. Fetch DocuSign Templates in Omnistudio.
   Retrieve document templates from DocuSign to enable use in Omnistudio.
   1. From the App Launcher, in the Search apps and items box, enter Omnistudio DocuSign Setup, then click Omnistudio DocuSign Setup.
   2. Click Fetch DocuSign Templates.