Creating a New Account in Salesforce
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Important! If your company is using a standard Salesforce solution, Docupace considers both Accounts and Contacts as Client Folders. The Financial Services Cloud solution has several record types for an Account object (Business, Household, Individual, and Institution) and additionally a PersonAccountobject. Docupace considers all of these as Client Folders. The Contactobject is not used in this case anymore. |
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Create a new account in Salesforce. Click Accounts > New Account in the top menu bar or click New in the All Accounts view.
Select the type of account in the New Account dialog.
Fill out all the relevant fields. Fields will differ depending on the selected Account Type. Click Save. Note: Only the Account Name is mandatory.
The new account object opens. |
Synchronizing a New Salesforce Account with a Docupace Client Folder
When accessing a Docupace Client Folder from Salesforce for the first time, the Docupace system will create it and offer you to add more details to the folder.
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Open a new account in Salesforce. Click Docupace Client Folder.
The Docupace site will open to the Client Folder Details screen. You can enter any additional information that is necessary. Click Save to create the Client Folder in Docupace. Note: The following fields will be mapped and filled out from Salesforce values:
See the full list of fields that are mapped between the systems in the appendix:
The new Client Folder is created in Docupace. This also adds a CRM ID to the Client Folder, which allows synchronizing Salesforce values to this Client Folder in the future. |
Opening an Existing Docupace Client Folder
When accessing a Docupace Client Folder from Salesforce, the Docupace system will check if such a Client already exists and open it in Docupace.
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Open any account in Salesforce. Click Docupace Client Folder.
The Docupace site will open to the corresponding Client Folder screen. Existing Client Subfolders are listed in a separate section. To view Client Folder Details, hover over the client name and click on the pencil icon in the pop-up menu.
The Client Folder Details screen will open. You can enter any additional information that is necessary. Click Save to update the Client Folder in Docupace.
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