DocuSign Salesforce connect with Integration user

Question

In Docusign connect with Salesforce we use specific user which is system admin in salesforce , we want to switch it to Integration user with Integration license .

We created the Integration User in Salesforce with Integration license then went to Docusign->Admin-> Connect->Edit Salesforce Connect-> Reconfigure login-> Salesforce Environment: Test, Salesforce SOAP Web Services API Version: 39, Salesforce Login Method: We put Username , password & security token of Integration user and click on connect, we get an error popup

"An error occurred while updating the connect configuration"

So We want to ask can we use integration user instead of System admin user? If yes why we getting the error as aforementioned, any additional steps needed to be followed before making the change?

JohnSantos · Answer

​@singhanubhavYes, you can use an integration user account instead of a system administrator account, but the integration user must have all the necessary permissions, API access, and configuration steps completed before DocuSign Connect can successfully authenticate. If you’re seeing the “An error occurred” message, it typically indicates a permissions or configuration issue on the Salesforce side that needs to be addressed.

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded