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A connected app is a framework that enables DocuFlow to integrate with Salesforce using APIs and standard protocols. This page gives you a detailed instruction how to set up the DocuFlow Connected App in Salesforce.

For more detailed information about what a Connected App is and how to set it up in Salesforce, please see Connected Apps in help.salesforce.com.

Video

Create Connected App.mp4

Step by step

  1. In Salesforce go to Setup:

     

  2. Search for Platform Tools > Apps > App 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 field can also be found in DocuFlow Settings. See Step 4: Get OAuth Callback Url 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:

     

     

  8. Under Available OAuth Scopes select Full access (Full). Move it to Selected OAuth Scopes by pressing Add between the two columns:

     

  9. Press Save to save the new connected app:

     

  10. Salesforce will give you a warning. Press Continue:

     

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