I'm trying to make API call from Salesforce to DocuSign that creates an envelope in DocuSign. I don't find any issues there. My query is how to get the integrator key and DocuSign credentials for multiple users and store it in Salesforce to be picked up dynamically for the corresponding user. For Dev, I can use my credentials and Integrator Key to create an envelope. When it comes to multiple users, how should I proceed? Please, can anyone explain to me how this can be achieved?
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Are your multiple users in same DocuSign account as your's or each have their own DocuSign account?
- Amit K Bist
Hi Amit, they are in the same account
- Vidhya
If all users are in same account as your's then you can use SOBO to call APIs, SOBO is explained in the below link: docs.docusign.com/esign/guide/authentication/sobo.html
- Amit K Bist