Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

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 firstsetup@documizers.com and the simple password ‘Documizers2022!’.
    Use the credentials and press Inloggen:

  4. If this is the first time, change the password of the user firstsetup@documizers.com, to a secure password.
    >> You are free to change the Login name and other data in this section. Further explanations can be found in the next chapter.
    Go to: User management → Users → User firstsetup@documizers.com → [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

  • No labels