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Enable OAuth 2.0 With Custom Settings In Omnistudio for Managed Packages (Managed Package)
For the managed package runtime, salesforce recommends the more secure OAuth 2.0 for DocuSign. We've introduced a custom implementation for you to switch from OAuth 1.0 to OAuth 2.0 authentication for Omniscripts using custom objects (OmniScript__c). If you’re setting up DocuSign for the first time, you don't need to change the custom settings. If OAuth 2.0 authentication isn’t loading or you’re still using OAuth 1.0, enable OAuth 2.0 with the custom settings.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
In OAuth 2.0, the DocuSign Send On Behalf Of (SOBO) functionality is supported only through Named Credential. To send or sign DocuSign on behalf of another user, create a Send On Behalf field in the User object and assign the Send on Behalf named credential from that field in the user’s page. See Setup Send on Behalf of Another User.
- To change to OAuth 2.0, open Setup.
- Go to .
- For General Settings, click Manage.
- Click New.
- Enter the name as DocuSignAuth. The name and value fields are case-sensitive.
- Enter the value as OAuth 2.0.
- Save your changes.
