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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 - installing the Integration Package.  

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

Rw ui steps macro
Rw step

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

Rw step

Search for your User ID.

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

Rw step

Check that the list of Trusted SSO Realms includes Salesforce.

Checking Admin Data Role in Security Manager

Rw ui steps macro
Rw step

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

Rw step

Open the Data Roles tab.

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Click on the Admin role.

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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)

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).

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.

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Click Exit to close the Security Manager.

Checking System Administrator Assignment

Rw ui steps macro
Rw step

Open your user Settings section in Salesforce.

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Proceed to My Personal Information > Advanced User Details screen and check that the Profile field shows System Administrator.