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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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Configuring Docupace
Log into your Docupace site (if not logged in already). Proceed to the 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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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. 
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. 
To find out the Domain name that your Salesforce site uses, go to Setup > Company Settings > My Domain. Copy the the correct URL from the Current My Domain URL field. Note: The URL of a Salesforce site can be renamed by an administrator when using the Use enhanced domains setting. This is a setting available on newer versions of Salesforce. 
Click New OAuth Providers Settings to create a new entry for the OAuth Providers Settings (626) domain. 
Fill out the settings as follows:
Click Save to finish and return to the domain. |
Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.
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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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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.
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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. See Uploading Data Files section for more information. |
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View your username in Salesforce. Check this by opening your user Settings section. 
The window with My Personal Information opens. Locate the Username, select it, and copy it. 
Log into your Docupace site. Proceed to the Administration menu > List Domains.
Open the User Access (300) domain.
Search for your user account and open account Details.  Open your User Settings. 
Go to the API Credentials section of the Alias User Name section.
Click +Add. The new alias window opens.  User Profile and click the Edit icon next to the Salesforce field. 
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 API Credentials list. 
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