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Connecting to a Leap Organization

Available to Salesforce Admin.

The first step when setting up Documill Leap Salesforce app is to connect it to your Leap Organization:

1. In Salesforce, go to App Launcher.

2. Search for “Documill Leap Setup Assistant”.

3. Click “Documill Leap Setup Assistant” to open it.


4. Click [Connect] to start the process.


5. Under Documill Leap's external application integration page, click [Yes] button.


6. Documill Leap Setup Assistant now indicates that Documill Leap Salesforce app is connected to your Leap Organization.


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