Title: | Startup met Salesforce | |
---|---|---|
Owner: | Paul van der Koore | |
Creator: | Paul van der Koore | 29 Jul 2020 |
Last Changed by: | Jack Kuijper | 23 Jun 2022 |
Tiny Link: (useful for email) | https://documizers.atlassian.net/wiki/x/X4C0N | |
Export As: | Word · PDF |
Incoming Links
Documizers knowledgebase (1)
DocuBuilder buttons |
Documizers knowledgebase (English) (1)
DocuBuilder - Settings for Salesforce |
Hierarchy
Children (9)
Salesforce requirement - Enable 'My Domain'
Step 1: Install DocuFlow app for Salesforce
Step 2: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
Step 3: Get OAuth Callback Url
Step 4: Create DocuFlow Connected App in Salesforce
Step 5: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
Step 6: OAuth user settings
Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
Step 8: Create DocuFlow (DocuBuilder) Users
Salesforce requirement - Enable 'My Domain'
Step 1: Install DocuFlow app for Salesforce
Step 2: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
Step 3: Get OAuth Callback Url
Step 4: Create DocuFlow Connected App in Salesforce
Step 5: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
Step 6: OAuth user settings
Step 7: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
Step 8: Create DocuFlow (DocuBuilder) Users
Labels
Global Labels (1)
Outgoing Links
Documizers knowledgebase (1)
DocuBuilder buttons
|