Prerequisites
To install and configure Docupace and Salesforce integration:
- You must have a dedicated Docupace site.
| Tip |
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Tip: If you do not currently have a Docupace site, you may contact Sales for more information. |
- 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 realm.
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Prerequisites Confirmed: Once you confirm that you have all the prerequisites, you can proceed to the next stage. |
Checking User Access to Salesforce Security Realm
Step | Result | |
|---|---|---|
| 1 | Open Docupace and proceed to Administration > Security > Security realm. |  Opening Docupace Security realm |
| 2 | Search for your User ID. | |
| 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 Salesforce. |  SalesForce realm for your user account |
- The Admin data role must have access to domains.
Checking Admin Data Role in Security Manager
Step | Result | |
|---|---|---|
| 1 | Open Docupace and proceed to Administration > Security > Security manager. The Docupace Security Manager window opens. | |
| 2 | Open the Data Roles tab. | |
| 3 | Click on the Admin role. | |
| 4 | Check that the Select access is set for these domains:
|  Setting Select domain access in Security Manager |
| 5 | Check that the Select, Insert, Update and Delete access is set for these domains:
|  Setting Select, Insert, Update and Delete domain access in Security Manager |
| 6 | Click the Save menu item from the Data menu (or click the Save icon on the upper left corner) to save the Security Manager settings. | |
| 7 | Click Exit to close the Security Manager. |
- You must have a Salesforce site set up.
- Your Salesforce account must be assigned to the System Administrator profile.
Checking System Administrator Assignment
Step | Result | |
|---|---|---|
| 1 | Open your user Settings section. |  User Settings in Salesforce Lightning |
| 2 | Proceed to My Personal Information > Advanced User Details screen and check that the Profile field shows System Administrator. |  Advanced User Details screen |