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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

November 2023

Changes to the Alias configuration.

August 2023

Additional info about the use of enhanced domains in Salesforce.

January 2023

Formatting.

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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OAuth-Providers-Settings
OAuth-Providers-Settings

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, 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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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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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.

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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.

Tip

Note: Copy from the Current My Domain URL field in the My Domain settings of your Salesforce site.

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 Username in Docupace

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Alias-User-Name
Alias-User-Name
To move between Salesforce and Docupace pages seamlessly, Docupace must recognize your Salesforce username. To do this, you or an administrator must add your Salesforce username 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. See How to Process Data Files: Filling Out Each Data File section for more information.

Note

Important: If the .ACL file for your site doesn’t contain the alias_user_name_clear and the alias_user_name columns, submit a request to Docupace Support. They will update the DocuCapture logic for your site.

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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 it, and copy it.

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Log into your Docupace site. Open your User Settings.

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Go to the API Credentials section of the User Profile and click the Edit icon next to the Salesforce field.

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Paste the username from Salesforce and click Save. The new alias appears in the API Credentials list.

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