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Warning

Warning: The Docupace integration supports only default fields from Salesforce. All custom fields must be added individually.

Note: Formerly the Docupace integration package required the SSN (Social Security Number) field to be filled out for all Salesforce Accounts and Contacts. With R2 2022 release of Docupace the SSN field is no longer mandatory and is not part of the standard field mapping.

System Information

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Value Mapping

FM Overwrite Option

Priority

1

Client ID

SALESFORCE

BASE

*[].Id

Owner\2.ClientID

N/A

Overwrite Nullable Only

0

2

Entity ID

SALESFORCE

BASE

*[].Id

Owner\2.EntityType

#{isMatched(expand('\1'), 'Contact') ? 'Person' : (isMatched(expand('\1'), 'Account') ? 'Entity' : 'Other')}

Overwrite Nullable Only

0

3

Source

SALESFORCE

BASE

Account1.Id

Owner1.SourceCRM

SALESFORCE

N/A

0

4

Description/Notes

SALESFORCE

BASE

Contact1.Description

Owner1.Notes

N/A

N/A

0

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