Create an Authentication Provider to Connect to DocuSign

Add an authentication provider for Salesforce to create a secure connection to your DocuSign account. 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 as the Provider Type.
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. Ensure that Send access token in header is selected.
10. Ensure that Include Consumer Secret in API Responses is selected.
11. Click Save.
    This saves your auth provider and generates Salesforce Configuration URLs.
12. Copy the Callback URL.
13. Log into your DocuSign developer account.
14. From your DocuSign account, in the App and Keys section, click Edit for your app.
15. Paste the Callback URL in the Redirect URIs field.
16. Click Save.