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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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The Docupace Integration package creates two new objects in the Salesforce system - Docupace Work Item and Docupace Document. These objects will contain information from the corresponding objects in Docupace. Their content will synchronize automatically to the data in Docupace.
After installing the Docupace Integration package on the Salesforce site and configuring all necessary settings, you need to add Docupace menu items (buttons) and apps (related lists) to the layouts of Salesforce objects. This example shows how to add Docupace menu items (Docupace Dashboard, Docupace Client Folder, and Docupace Starting Point) and apps (Docupace Documents and Docupace Work Items) to the layout of the Account page in the Salesforce Lightning UI and customize them.
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Important! Depending on the Salesforce license that your company owns, the standard included objects, their record types and respective layouts may differ. E.g. Financial Services Cloud solution has four record types for an Account object (Business, Household, Individual, and Institution) and additionally a Person Account object. All five of these layouts will need to be configured in the same way as described in this section of the guide. |
Step 1: Add Mobile & Lightning Actions to Account Page Layout
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In Salesforce Lightning, open the Setup section.
Open the Object Manager (in the top toolbar). A list of all objects is displayed. Scroll down or use Quick Find to find the Account object.
Click on the Account object name to open.  
Open Page Layouts section. A list of layouts for that object is shown. 
Click on the layout you need to modify. A page with all layout elements is shown.
In the list of elements, open Mobile & Lightning Actions.
In the page layout, scroll down to the Salesforce Mobile & Lightning Experience Actions section.
Drag and drop Docupace menu items (Docupace Starting Point, Docupace Dashboard, and Docupace Client Folder) from the list of elements to this section. Place them at the very beginning of the section.  |
Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.
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Functionality: Steps that must be performed within Salesforce.com to set up Docupace menus and related lists. |
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Step 2: Add Apps to Related Lists Section of Account Page Layout
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In the list of elements, click Related Lists.
Drag and drop Docupace apps (Docupace Work Items and Docupace Documents) from the list of elements to the page layout. 
When all two items have been moved to the page layout, click Quick Save in the Account Layout toolbar. Note: If a confirmation pop-up appears, click Yes. %20added%20to%20page%20layout2.png?version=1&modificationDate=1670489170664&cacheVersion=1&api=v2&width=442) |
Step 3: Customize the Docupace Work Items App
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Click on the Properties icon for the Docupace Work Items app. 
Move the following fields to the Selected Fields side by clicking Add.
Note: See the full list of available columns in section Available App Columns for Docupace Work Items and Documents.
Then expand the Buttons section of the dialog and deselect the New button, as it is not useful to Salesforce users (new Work Items for an account will be created with the Docupace Starting Point button). Then click OK to confirm the new properties. Click Quick Save in the Account Layout toolbar.  |
Step 4: Customize the Docupace Documents App
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Click on the Properties icon for the Docupace Documents app. 
Move the following fields to the Selected Fields side by clicking Add.
Note: See the full list of available columns in section Available App Columns for Docupace Work Items and Documents.
Then expand the Buttons section of the dialog and deselect the New button, as it is not useful to Salesforce users. Then click OK to confirm new properties. Click Quick Save in the Account Layout toolbar.  |
Step 5: Add a Visualforce Page Element for Account Page Layout
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In the list of elements, click Visualforce Pages.
Drag and drop DocupaceFetchAccountDocuments app from the list of elements to the Account page layout. 
Click on the properties for this element. Change Height to 0 pixels. Click OK in the pop-up window. 
Then click Save in the Account Layout toolbar to keep the changes and exit the page layout. If a confirmation pop-up appears, click Yes. 
If your Salesforce license has several Account layouts (e.g. Business, Household, Individual, etc.), repeat all the steps in this section of the guide for each of the layouts.
To check the result, open any account in Salesforce and refresh the page (F5). Docupace buttons appear in the toolbar. Lists of Docupace documents and work items appear in the Related tab. 
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Available App Columns for Docupace Work Items and Documents
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