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Info

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

August 2023

Note about the Person Account object in FSC.

New features from the R1 2023 release.

January 2023

Contact object is not used anymore.

Formatting.

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

Contact page and

Account page in the Salesforce Lightning UI and customize them.

To do that, the steps are:

Note

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

Contact

Account Page Layout

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In Salesforce Lightning, open the Setup section.

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Proceed to

Open the Object Manager (in the top toolbar). A list of all objects is displayed. Scroll down or use Quick Find to find the

Contact

Account object.

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Click on the

Contact

Account object name to open.

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Open Page Layouts section. A list of layouts for that object is shown.

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Click on the layout you need to modify. A page with all layout elements is shown.

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In the list of elements, open Mobile & Lightning Actions.

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In the page layout, scroll down to the Salesforce Mobile & Lightning Experience Actions section.

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Drag and drop Docupace menu items (Docupace Starting Point, Docupace Dashboard, and Docupace Client Folder

, and Docupace Starting Point

) from the list of elements to this section. Place them

after the Printable View action or

at the very

end

beginning of the section.

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Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.

Info

Functionality: Steps that must be performed within Salesforce.com to set up Docupace menus and related lists.

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titleRelated Pages
cqllabel = "salesforce"
Barcode

Step 2: Add Apps to Related Lists Section of

Contact

Account Page Layout

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In the list of elements, click Related Lists.

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Drag and drop Docupace apps (Docupace Work Items and Docupace Documents) from the list of elements to the page layout.

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When all two items have been moved to the page layout, click Quick Save in the Contact Account Layout toolbar.

Note: If a confirmation pop-up appears, click Yes.

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Step 3: Customize the Docupace Work Items App

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Click on the Properties icon for the Docupace Work Items app.

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Move the following fields to the Selected Fields side by clicking Add. Then expand the Buttons section of the dialog.

  • Request Type

  • Task Name

  • WorkItem Detail

  • Product Type

  • Request Status

  • Created By

  • Created Date

Note: See the full list of available columns belowin section Available App Columns for Docupace Work Items and Documents.

Tip

Tip: Select the column name and click Up or Down, to arrange the desired order.

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Deselect 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 Contact Account Layout toolbar.

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Step 4: Customize the Docupace Documents App

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Click on the Properties icon for the Docupace Documents app.

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Move the following fields to the Selected Fields side by clicking Add. Then expand the Buttons section of the dialog.

  • Docupace Id

  • Document Name

  • Display Document

  • Display Barcode

  • Description

  • Registration Type

  • Product Type

  • Vendor/Custodian

  • Created By

  • Created Date

Note: See the full list of available columns belowin section Available App Columns for Docupace Work Items and Documents.

Tip

Tip: Select the column name and click Up or Down, to arrange the desired order.

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Deselect 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 Contact Account Layout toolbar.

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Step 5: Add a Visualforce Page Element for

Contact

Account Page Layout

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In the list of elements, click Visualforce Pages.

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Drag and drop DocupaceFetchContactDocuments DocupaceFetchAccountDocuments app from the list of elements to the Contact page layout.

Note: Drag and drop the DocupaceFetchAccountDocuments app onto the

Account page layout.

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Click on the properties for this element.

Change Height to 0 pixels.

Click OK in the pop-up window.

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Then click Save in the Contact Account Layout toolbar to keep the changes and exit the page layout. If a confirmation pop-up appears, click Yes.

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To check the result, open any contact in Salesforce and refresh the page (F5). Docupace items appear under the drop-down menu. Lists of Docupace documents and work items appear on the contact page.

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Step 6: Add Elements to Account Page Layout

Return to the Object Manager and repeat the above steps for the Account object, thus adding Docupace items to the Account page layout.

Note: In case of the Account page layout in step 5.2., drag and drop DocupaceFetchAccountDocuments app

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.

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Click Object Manageron the top toolbar. A list of all objects is displayed. Click to open the Account object. Image Removed
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Repeat all activities as described in Step 1 to Step 5, above.

Note
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To check the result, open any Account account in Salesforce and refresh the page (F5). Docupace items buttons appear under the drop-down menuin the toolbar. Lists of Docupace documents and work items appear in the Related tab.

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Tip

Congratulations! The integration steps are complete. You may now use Salesforce and access Docupace entries for your Accounts and Contacts.

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Available App Columns

Docupace Work Items

.

Available App Columns for Docupace Work Items and Documents

Anchor
App-Columns
App-Columns

Expand
titleExpand to see available Docupace Work Item Columns

  1. Client Detail (link)

  2. Client ID

  3. Client Sub Folder

  4. Client Sub Folder Detail (link)

  5. Contact

  6. Created By

  7. Created By Alias

Created Date

  1. Display Barcode (link)

  2. Documents List (link)

  3. Event Type

  4. Last Activity Date

  5. Last Modified By

  6. Last Modified By Alias

  7. Last Modified Date

  8. Last Note

  9. Opportunity ID

  10. Other Description

  11. Owner Alias

  12. Owner First Name

  13. Owner Last Name

  14. Product Description

  15. Product Type

Received Connection Name

  1. Record Id

  2. Rep First Name

  3. Rep Last Name

  4. Request Number

  5. Request Status

  6. Request Type

  • Sent Connection Name

    1. Subfolder Status

    2. Task Name

    3. Work Item #

    4. Work Item Detail (link)

    Documents

    Expand
    titleExpand to see available Document Columns

    1. Contact

    2. Create Date

    3. Created By

    4. Created By Alias

    5. Created Date

    6. Description

    7. Display Barcode (link)

    8. Display Document (link)

    9. Display Index (link)

    10. Document Id

    11. Document Name

    12. Document Type

    13. Docupace Id

    14. First Name

    15. Last Modified By

    16. Last Modified By Alias

    17. Last Modified Date

    18. Last Name

    19. Owner Alias

    20. Owner First Name

    21. Owner Last Name

    22. Pages

    23. Product Type

  • Received Connection Name

    1. Record ID

    2. Registration Type

    Sent Connection Name

    2. Subfolder Type

    3. Vendor/Custodian