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Inese Auzina

Inese Auzina

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Rw ui steps macro
Rw step

Open the OAuth Providers Settings (626) domain.

Note: This domain is created as part of the Salesforce integration process. If it does not exist on your site, please contact Support.

Rw step

In case you have not copied the items, to find the necessary OAuth data in Salesforce go to Setup > Platform Tools > Apps > App Manager. Locate your app in the Lightning Experience App Manager. Open the dropdown for the app entry and click View then click Manage Consumer Details. Copy the Consumer Key and Secret values and return to Docupace.

Rw step

Click New OAuth Providers Settings to create a new entry for the OAuth Providers Settings (626) domain.

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Fill out the settings as follows:

Setting

Description

Value

OAuth Provider

Name of the CRM, where the OAuth information will come from. By default, this must be SALESFORCE.

SALESFORCE

OAuth Provider Environment

Enter the API Name for the Connected App that was used in Salesforce. (Copied from Connected App data.)

Docupace_Financial_Test_1_Preprod

OAuth Client Id

Enter the Consumer Key that was generated by Salesforce.

[Consumer Key copied from Connected App data.]

OAuth Client Secret

Enter the Consumer Secret that was generated by Salesforce.

[Consumer Secret copied from Connected App data]

OAuth Provider Domain

The URL of the Salesforce site that will be integrated with Docupace.

Examples:

https://login.salesforce.com (for a live production site)
https://test.salesforce.com (for a Sandbox test site)
https://docupace.lightning.force.com
https://companyname.lightning.force.com
https://docupace--docusand.lightning.force.com

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Click Save to finish and return to the domain.

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Alias-User-Name
Alias-User-Name
Step 2: Configure Alias User Name in Docupace

In order to use SSO (Single Sign-On) functionality, when moving from Salesforce screens to Docupace screens, it is necessary for Docupace to recognize your Salesforce username. To do this, your Salesforce username is added as an alias in your Docupace User account. That way, when you open a Docupace screen from Salesforce, you will not have to enter a password, the system will recognize you automatically.

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