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DocuSign Integration

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Create a Consumer key and Consumer Secret in DocuSign

  1. In DocuSign eSignature Settings, select Apps and Keys.
  2. Select ADD APP AND INTEGRATION KEY.
  3. Enter a name for your app, and select CREATE APP.
  4. Select ADD SECRET KEY.
    Note: For more information, see Add Integration Keys on the DocuSign support site.
  5. After Integration key is created on a developer account, the integration key needs to go live on a Production environment too.
    Note: For more information, see the DocuSign Go-Live documentation.
  6. Once the above step is completed, the integration key is now live on Production and secret key needs to be created for Production.
Once all steps are complete, you will have a Developer and Production account integration key.

Create an Authentication Provider to Connect to DocuSign

  1. In your Salesforce Org, from Setup, enter Auth Providers in the Quick Find box, then select Providers.
  2. Click New, and select Open ID Connect as the Provider Type.
  3. Name the Auth Provider DocuSign Auth Provider and enter "DocuSign_Auth_Provider" 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 for UAT and enter https://account.docusign.com/oauth/auth for Production.
  7. For Token Endpoint URL, enter https://account-d.docusign.com/oauth/token for UAT and enter https://account.docusign.com/oauth/token for Production.
  8. For Default Scopes, enter refresh_token full.
  9. Ensure that the 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 URLs.
  16. Click Save.
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January 17, 2025