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Introduction: This integration guide describes how to connect the Salesforce.com CRM platform to the Docupace document management system for the companies that use both systems.

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December 2022

Version of the installation package.

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Start by installing the integration package.

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Tip: The installation may take 2 to 10 minutes and is progressing on the server-side. You will receive an email notification when the process is complete. You do not need to keep the window open. While you wait, you may proceed with other steps.

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Install the Docupace unmanaged Salesforce package.

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Current release: Docupace R2 2022 Version number: 1.12 Installation URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000aUnY

Note: You may be asked to log in to your Salesforce account if you do not already have it open.

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Warning: If you are using a test environment (Sandbox) in Salesforce, go to the following URL instead of the one listed above:

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Select Install for All option and click Install. The system displays the Installation progress.

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While waiting to install, you can click to View Components that are being installed.

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The Installed packages section of the Salesforce Setup is automatically opened. You can see the Docupace package at the top of the list.

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Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.

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Functionality: This is a general overview of the steps that must be performed to set up the Salesforce.com and Docupace integration.

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