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Enable sign in with Salesforce account

Available to Organization Admin.

You must define a new Connected App in your Salesforce Organization. Please refer to Salesforce’s help page to do so: Integrate Service Providers as Connected Apps with OpenID Connect. After that, you should be able to retrieve the Access token and Secret token values.

Once you are ready, follow the steps to enable signing in to Documill Leap using Salesforce account:

1. Go to Organization page.

2. Scroll to Identity Provider Integrations panel.

3. Click [Add New Identity Provider] button.

4. Click [Preset] dropdown.

5. Click [Salesforce] option.

6. Fill in [Access token].

7. Fill in [Secret token].

8. Click [Save] button.


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