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In the next step Step 5: 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

Get OAuth Callback Url.mp4

Step by step

  1. Search for DocuFlow Settings in the App Launcher:

  2. Press Settings:

  3. The DocuFlow (DocuBuilder) login page will start in a new browser tab. Fill in your Username (Gebruikersnaam) and Password (Wachtwoord)
    When this is the first time, DocuFlow (DocuBuilder) still contains the username ‘Admin’ and the simple password ‘system’.
    Use the credentials and press Inloggen:

  4. If this is the first time, change the password of the user Admin, to a secure password.
    Go to: User management → Users → User ‘Admin’ → [Edit] → [Button: Change password]
    Find a secure password and enter it here.

  5. Choose Salesforce > Settings in the menu on the left side and keep the page open while you continue with the next step: Step 5: Create DocuFlow Connected App in Salesforce

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