OAuth 2.0 Named Credential to Connect to DocuSign (Named Credential 1)
- In your Salesforce Org, from Setup, enter Named in the Quick Find box, then select Named Credentials.
- In the New dropdown list, select New Legacy.
- For Label and Name, enter Mix Named Credentials.
- For URL, enter
https://account-d.docusign.comfor UAT orhttps://account.docusign.comfor Production. - For Identity Type, select Named Principal.
- For Authentication Protocol, select OAuth 2.0.
- For Authentication Provider, select DocuSign Auth Provider.
- Ensure that Start Authentication Flow on Save is selected.
- Ensure that Generate Authorization Header is selected.
- Click Save.
