Last modified: 2024-06-14

Connecting to a Private Cloud or On-Premises OneSpan Sign

Most installations of Salesforce that host OneSpan Sign Embedded Integration for Salesforce use one of the public cloud domains listed in Intro.

If you want to use any other domain name, such as a private cloud or an on-premises deployment, then you must perform the following procedure.

To enable OneSpan Sign Embedded Integration for Salesforce to work with a custom domain name for OneSpan Sign:

  1. Go to Setup > App Setup > Create > Apps.
  2. Under Connected Apps, click New.
  3. Under Basic Information, fill in the following fields:
    • Connected App Name
    • API Name
    • Contact email
  4. Under API (Enable OAuth Settings), check the option Enable OAuth Settings.
    1. Fill in the Callback URL as follows:
      1. For Sandbox: https://<custom domain name>/oauth2/salesforcetest
      2. For Production: https://<custom domain name>/oauth2/salesforce
    2. Select OAuth Scope, and choose:
      1. Full access
      2. Perform requests on your behalf at any time (refresh_token, offline_access)
  5. Under Canvas App Settings:
    1. Select the field Canvas.
    2. Fill in the Canvas App URL: https://<custom domain name>/
    3. For Access Method, choose OAuth Webflow (GET).
    4. For Locations, choose Visualforce.
    5. Click Lookup to set the Lifecycle Class as CanvasAppLifecycle.
  6. Click Save.
  7. After saving the connected app, a Consumer Key and Consumer Secret is created.
  8. The Consumer Key and Consumer Secret must be added as OAuth keys resources to the OneSpan Sign database.
  9. Go to Setup > App Setup > Develop > Custom Settings.
  10. On the Custom Settings page, next to OneSpan Sign Configuration, click Manage.
  11. Next to the Default configuration, click Edit. The OneSpan Sign Configuration Edit page appears.
  12. Fill in the Custom Canvas App Name parameters with the API name of the new Connected App.
  13. Click Save.

At this point, your deployment should be complete. You can verify that it is by: (1) connecting your Salesforce application to your OneSpan Sign account; (2) creating and sending a transaction.

The above procedure creates a new canvas application on Salesforce.

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