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In the next step Step 4: Create DocuFlow Connected App in Salesforce you need the DocuFlow OAuth Callback Url. This page describes how to open the DocuFlow Settings page where you can get it.

Video

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Step by step

  1. Search for DocuFlow Settings in the App Launcher:

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  2. Press Settings:

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  3. The DocuFlow (DocuBuilder) login page will start in a new browser tab. Fill in your Username (Windows gebruikersnaam) and Password (Wachtwoord)
    When this is the first time, see here: Eerste keer aanmelden / inloggen - als gebruiker
    Inloggen:

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  4. Choose Salesforce > Settings in the menu on the left side and keep the page open while you continue with the next step: Step 4: Create DocuFlow Connected App in Salesforce

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