Title: | Startup with Salesforce | |
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Owner: | Jack Kuijper | |
Creator: | Jack Kuijper | 21 Aug 2022 |
Last Changed by: | Manon de Jong | 19 Jan 2024 |
Tiny Link: (useful for email) | https://documizers.atlassian.net/wiki/x/BxHIiQ | |
Export As: | Word · PDF |
Hierarchy
Children (10)
Salesforce requirements
Step 1: Install DocuFlow app for Salesforce
Step 2: Send DocuFlow (DocuBuilder) environment request to Documizers
Step 3: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
Step 4: Get OAuth Callback Url (and change password firstsetup@documizers.com)
Step 5: Create DocuFlow Connected App in Salesforce
Step 6: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
Step 7: OAuth user settings
Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
Step 9: Create DocuFlow (DocuBuilder) Users
Salesforce requirements
Step 1: Install DocuFlow app for Salesforce
Step 2: Send DocuFlow (DocuBuilder) environment request to Documizers
Step 3: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
Step 4: Get OAuth Callback Url (and change password firstsetup@documizers.com)
Step 5: Create DocuFlow Connected App in Salesforce
Step 6: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
Step 7: OAuth user settings
Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
Step 9: Create DocuFlow (DocuBuilder) Users
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