...
- The site must be upgraded to the latest version of Docupace Connect (use Connect 4.45/Core 22.12 or a higher generally available version).
- The Engineering Team must deploy the Salesforce integration update on your Docupace site (Service Request).
- Your Docupace user account must be assigned the Admin role.
- Your Docupace user account must have access to the SalesForce Salesforce realm.
| Note |
|---|
Prerequisites Confirmed: Once you confirm that you have all the prerequisites, you can proceed to the next stage. |
How to Check User
...
Salesforce Access
Step | Result | |
|---|---|---|
| 1 | Open Docupace and proceed to Administration > Security > Security realm. |  Opening Docupace Security realm |
| 2 | Search for your User ID and click the Edit link. The Security page opens. | |
| 3 | Check that the Site Role column for your user shows the Admin role assigned. Then click the Edit link. The Security page opens. |  Site Role: Admin |
| 4 | Check that the list of Trusted SSO Realms includes SalesForceSalesforce. |  SalesForce realm for your user account |
...