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Startup met AFAS Profit & Insite
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Salesforce requirement - Enable 'My Domain'
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Step 1: Install DocuFlow app for Salesforce
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Step 2: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
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Step 3: Get OAuth Callback Url
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Step 4: Create DocuFlow Connected App in Salesforce
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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
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Create users in DocuBuilder
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Documizers knowledgebase
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Step 8: Create DocuFlow (DocuBuilder) Users
Step 8: Create DocuFlow (DocuBuilder) Users
Paul van der Koore
Willem Buurman
Jack Kuijper
Owned by
Paul van der Koore
Last updated:
18 Sept 2023
by
Willem Buurman
1 min read
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