Log into your Docupace site. Proceed to Administration menu > List Domains and confirm that the following settings for Salesforce integration have been automatically configured.
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Troubleshooting Domains Access: If you cannot access the domains listed below, request security access as described in the Prerequisites section. |
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Troubleshooting Missing Settings: If you can access the domains, but do not see the settings described in the next steps, contact Support. |
Step 1: Check FM Namespaces Settings
| Rw ui steps macro | ||
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Open the FM Namespaces (247) domain.
Confirm that there is a namespace defined with the following attributes:
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Step 2: Check Application Preferences
| Rw ui steps macro | ||
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Open the Application Preferences (242) domain.
Search for entries that contain word "salesforce" in the Description. The following preferences should be set up on your site:
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salesforce.enabled
This application preference enables the Salesforce Integration.
Boolean value must be set to Yes.
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Warning: If set to No, connections from Salesforce will be rejected. |
salesforce.docupace.newUI.enabled
This application preference enables Salesforce to users to the Docupace Connect interface.
Boolean value must be set to Yes.
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Warning: If set to No, connections from Salesforce will be redirected to Docupace Core interface. |
salesforce.useLinkingClientWizard
This application preference determines if Docupace should open the Connect New Client Creation wizard when redirected from Salesforce with the Docupace Client Folder or Docupace Starting Point actions.
Set the Boolean value to Yes or No, depending on your preference.
YES: Docupace will try to locate a corresponding Client Folder. If the client does not exist, the system will open a window for creating a new Client Folder.
The data available in Salesforce will be imported and the user may add any missing values, save the Client Folder, and proceed.
NO: Docupace will try to access a corresponding Client Folder or create a new Client Folder with the data available in Salesforce. If neither is possible, the system will display the error message described in salesforce.createUpdateRecord.msg.error.
salesforce.createUpdateRecord.msg.error
This application preference sets the error message displayed in Salesforce when Docupace cannot find or access a corresponding Client Folder.
By default, the Memo value is set to:
This client does not exist in Docupace or you do not have permission to view this client. Please contact your Docupace administrator to check your user access settings.
Note: This message will only display if salesforce.useLinkingClientWizard application preference is set to No.
salesforce.excludeObjects
???
salesforce.object.msg.error (obsolete)
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Note: This application preference is obsolete. As SSN is not a quired field anymore, a situation where a new Client Folder cannot be updated or created cannot arise. Thus, this error message will never appear to the user. |