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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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Date

Changes

December 2022

Only the Account object must be configured.

Formatting.

Configuring Docupace

Log into your Docupace site (if not logged in already). Proceed to Administration menu > List Domains and configure the following settings for Salesforce integration.

Configure settings for Docupace according to the following two steps:

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OAuth-Providers-Settings
OAuth-Providers-Settings

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

Info

Functionality: Steps that must be performed within Docupace to set up integration with Salesforce.com.

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cqllabel = "salesforce"

Step 1: Configure Docupace OAuth Providers Settings

Open Authorization (OAuth) is a standard, token-based protocol for authorization. To allow calls from Salesforce to Docupace and communication back, it is necessary to set the same unique ID and secret key on both systems' sides.

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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.

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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.

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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.

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

Info

Functionality: Steps that must be performed within Docupace to set up integration with Salesforce.com.

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Step 2: Configure Alias User Name in Docupace

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Alias-User-Name
Alias-User-Name
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.

Note: You can skip this step if your Salesforce username is the same as the Docupace username. Usually, this would be your e-mail address.

Tip

Tip: Alias for a User Access record can also be updated via .ACL file load. This approach is advisable, when adding information for multiple users at the same time.

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View your username in Salesforce. Check this by opening your user Settings section.

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The window with My Personal Information opens. Locate the Username, select, and copy it.

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Log into your Docupace site. Proceed to Administration menu > List Domains.

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Open the User Access (300) domain.

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Search for your user account and open account Details.

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Go to Alias User Name section.

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Click +Add. The new alias window opens.

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Paste the username from Salesforce and click Save. You are returned to the User Access Details page. The new alias appears in the Alias User Names list.

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Click Save and Close to exit the Details screen.

Note

Docupace Configured: You may proceed now to the next steps outlined in Adding Menu Items and Apps to Salesforce Lightning.