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  1. In Salesforce go to Setup:

     

  2. Search for Platform Tools > AppsApp Manager:

     

  3. Press New Connected App:

     

  4. Under Basic Information fill in the three required fields:

     

    • Connected App Name: DocuFlow_Connected_App

    • API Name: DocuFlow_Connected_App_Documizers

    • Contact Email: Your own email address

  5. Under API (Enable OAuth Settings) check Enable OAuth Settings:

     

  6. Two new required fields will appear: Callback URL and Selected OAuth Scopes.

  7. In the Callback URL field, fill in the following URL (replace xxxxx with your own DocuFlow instance name):
    https://xxxxx.platform.documizers.com/DocuBuilder/EntrySalesforceOAuth.aspx

    This Callback URL fields field can also be found in DocuFlow Settings. See Get OAuth Callback UrlClick and click on the icon on the right of the Oauth Callback Url field to copy the URL to your clipboard and paste it in the Callback URL field in Salesforce:

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  8. Selecteer in de kolom Under Available OAuth Scopes de scope select Full access (Full). Verplaats deze naar de kolom Move it to Selected OAuth Scopes door op de knop Add te klikken tussen de twee kolommen by pressing Add between the two columns:

     

  9. Klik boven of onderin het scherm op de knop Save om de nieuwe connected app op te slaanPress Save to save the new connected app:

     

  10. Salesforce geeft een waarschuwing dat het even kan duren voordat de app te gebruiken is. Klik op Continue om te bevestigen dat je dit hebt gelezenwill give you a warning. Press Continue: