Connecting to a Private Cloud or On-Premises OneSpan Sign

Most installations of Salesforce that host OneSpan Sign for Salesforce use one of the public cloud domains listed in Environment URLs & IP Addresses.

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 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
  • 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)
  • 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.
  • Click Save.
  • After saving the connected app, a Consumer Key and Consumer Secret is created.
  • The Consumer Key and Consumer Secret must be added as OAuth keys resources to the OneSpan Sign database.
  • Go to Setup > App Setup > Develop > Custom Settings.
  • On the Custom Settings page, next to OneSpan Sign Configuration, click Manage.
  • Next to the Default configuration, click Edit. The OneSpan Sign Configuration Edit page appears.
  • Fill in the Custom Canvas App Name parameters with the API name of the new Connected App.
  • 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 package.

    The above procedure creates a new canvas application on Salesforce.

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