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Link Your Salesforce Org to Your DocuSign Account (Managed Package)
For the managed package runtime, configure the DocuSign Admin page and create a Remote Site Setting for DocuSign so you can retrieve the templates from your DocuSign account.
Before you begin:
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Create an OAuth 2.0 Named Credential to Connect to DocuSign (Managed Package)
- From the App Launcher, in the Search apps and items box, enter DocuSign, then click Omnistudio DocuSign Setup.
- Click Modify DocuSign Configuration.
- Enter the Email and Password of your DocuSign account.
- For the Environment, select Demo or Production.
- Click Log In.
- In your Salesforce org, from Setup, enter Remote in the Quick Find box, then select Remote Site Settings.
- Enter a Remote Site Name.
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In the Remote Site URL field, enter the DocuSign URL,
https://demo.docusign.net. - Click Save.
What’s next: Set Up Send on Behalf of Another User (Managed Package).
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