Connecting DocSend with Salesforce

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To integrate DocSend with Salesforce, your Salesforce edition needs to include access to the Salesforce REST API. The editions which include API access are: Professional with REST API, Enterprise, Unlimited, and Developer.

You can connect Salesforce to your DocSend account in two places: the first is in your Account settings page under the Connected Apps section.

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And the second place is in the Create Link modal.

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To customize your Salesforce settings, click here.

 

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