Error Invalid Login Connect DocuSign to Salesforce

0
votes

I'm setting up the DocuSign for Salesforce for the first time for my Org. I'm the administrator for both (DocuSign and Salesforce).

Issue - Cannot see the checkbox "Relate to Salesforce" when creating a custom tag

I'm using the Docusign for Salesforce Administrator Guide. On page 54, it shows how to create custom tags. However, what I see when I follow steps 1-5 (figure 1 below) is different from what I was supposed to see (figure 2 below). In other words, I miss the checkbox "Relate to Salesforce". Apparently, my Salesforce account is connected to my DocuSign account, therefore I expected that this option would be available.

Figure 1 and 2 not inserted because I don't have 10 reputations yet.

I appreciate if you can guide me regarding this issue.

1
docusignapi

1 Answers

0
votes

If that checkbox is missing, I'd suspect that your DocuSign Connect settings are not (properly) configured for use with Salesforce. I'd suggest you review your Connect settings (for the "Salesforce" Connect configuration) within DocuSign. Information about these Connect settings can be found in this guide (starting on page 4): http://www.docusign.com/sites/default/files/DocuSign%20Connect%20for%20Salesforce.pdf.