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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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titleChange Log

Date

Changes

December 2022

Formatting.

Prerequisites

To install and configure Docupace and Salesforce integration:

  •  You must have a dedicated Docupace site.
  •  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. See Checking User Access to Salesforce Security Realm.
  •  The Admin data role must have access to domains. See Checking Admin Data Role in Security Manager.
  •  You must have a Salesforce site set up.
  •  Your Salesforce account must be assigned to the System Administrator profile. See Checking System Administrator Assignment.
Note

Prerequisites Confirmed: Once you confirm that you have all the prerequisites, you can proceed to the next stage.  

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

Info

Functionality: How to check if everything that is required for the Salesforce.com and Docupace integration is available.

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Checking User Access to Salesforce Security Realm

Step

Result

12
Rw ui steps macro
Rw step

Open Docupace and proceed to Administration > Security > Security realm.

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Opening Docupace Security realm

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Rw step

Search for your User ID.

3
Rw step

Check that the Site Role column for your user shows the Admin role assigned. Then click the Edit link. The Security page opens.

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Site Role: Admin

4SalesForce realm for your user account
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Rw step

Check that the list of Trusted SSO Realms includes Salesforce.

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Checking Admin Data Role in Security Manager

Step

Result

1
Rw ui steps macro
Rw step

Open Docupace and proceed to Administration > Security > Security manager. The Docupace Security Manager window opens.

2
Rw step

Open the Data Roles tab.

3
Rw step

Click on the Admin role.

45
Rw step

Check that the Select access is set for these domains:

  • Application Preferences (242),

  • User Access (300),

  • OAuth Provider Settings (626),

  • FM Namespaces (247),

  • FM M-to-M Converters (249)

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Setting Select domain access in Security Manager

6
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Rw step

Check that the Select, Insert, Update and Delete access is set for these domains:

  • Client Folder (110),

  • Client Subfolder (115),

  • CRM Identifiers (611),

  • Users Preferences (243),

  • Work Items (209).

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Setting Select, Insert, Update and Delete domain access in Security Manager

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Rw step

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
Rw step

Click Exit to close the Security Manager.

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