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Rw ui steps macro
Rw step

Open the OAuth Providers Settings (626) domain.

Note: This domain is created as part of the Salesforce integration process. If it does not exist on your site, please contact Support.

Rw step

In case you have not copied the items, to find the necessary OAuth data in Salesforce go to Setup > Platform Tools > Apps > App Manager. Locate your app in the Lightning Experience App Manager. Open the dropdown for the app entry and click View. Connected App data will be displayed.

Rw step

Click New OAuth Providers Settings to create a new entry.

Setting

Description

Value

OAuth Provider

Name of the CRM, where the OAuth information will come from. By default, this must be SALESFORCE.

SALESFORCE

OAuth Provider Environment

Enter the API Name for the Connected App that was used in Salesforce. (Copied from Connected App data.)

Docupace_Financial_Test_1_Preprod

OAuth Client Id

Enter the Consumer Key that was generated by Salesforce.

[Consumer Key copied from Connected App data.]

OAuth Client Secret

Enter the Consumer Secret that was generated by Salesforce.

[Consumer Secret copied from Connected App data]

OAuth Provider Domain

The URL of the Salesforce site that will be integrated with Docupace.

Examples:

https://login.salesforce.com (for a live production site)
https://test.salesforce.com (for a Sandbox test site)
https://docupace.lightning.force.com
https://companyname.lightning.force.com
https://docupace--docusand.lightning.force.com

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