Prerequisite 2 - Retrieve Your Salesforce Domain URL

Get your Salesforce domain URL for API authentication and integration.

  1. Go to Setup.
  2. In the Quick Find search bar, find and select My Domain.
  3. Go to My Domain Details on the top of the page.
  4. Your Current My Domain URL is listed. Add https:// to the beginning of the domain URL.

What a Complete URL Looks Like

  • Displayed: yourcompany.my.salesforce.com
  • Complete URL: https://yourcompany.my.salesforce.com
  1. Save this complete domain URL for subsequent configuration steps.

Now that you've completed the prerequisites, continue to Step 1 - Create a Document AI Configuration, where you set up the Data 360 Document AI processor configuration for bank statement data extraction.