Activity Forums Salesforce® Discussions Docusign Salesforce Integration - how to get Integrator Key?

  • PRANAV

    Member
    August 30, 2016 at 1:08 pm

    Hi Prakhar,

    Follow these steps:

    • Log on to your demo account.
    • In the DocuSign Console menu bar, click Preferences. The Account Preferences page appears.
    • Scroll down and under Account Administration click API.
    • Create a new key:
      Below the Active Integrator Keys table, type a Key Description.
      Click Request Key adjacent to the bolded key information. The key is added to the Active Integrator Keys table.
    • Add the Integrator Key to your code for use as described below in Integrator Key Usage and in the Authentication section. The API page also has examples of how to use an integrator key. You can test your integrator key in the demo environment.
    • When you are ready to certify your code for the production account, return to the API page and review the Integration and Certification Steps. Click the DocuSign Developer Center link and find the link to start the DocuSign Certification process. A message with an access code is sent to your listed email address. Follow the instructions to access the envelope and fill out the information.
    • After starting the DocuSign Certification process, you will need to request migration of your Integrator Key to the Production environment. In the Active Integrator Keys table, find the key you are using in your application. Click the Request Migration to Production link adjacent to that Integrator Key.

    Hope this helps you.

    Thanks

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