Versions Compared

Version Old Version 3 New Version Current
Changes made by

Inese Auzina

Inese Auzina

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
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.

Expand
titleChange Log

Date

Changes

December 2022

Formatting.

Prerequisites

To install and configure Docupace and Salesforce integration:

  •  You must have a dedicated Docupace site.
Tip

Tip: If you do not currently have a Docupace site, you may contact Sales for more information.

  •  The site must be upgraded to the latest version of Docupace Connect (use Connect 4.45/Core 22.12 or a higher generally available version(starting from the R1 2023 release, both Docupace Core and Connect contain updates that significantly improve integration with Salesforce).
  •  The Engineering Team must deploy the Salesforce integration update on your Docupace site (Service Request).
  •  Your Docupace user account must be assigned the Admin role.
  •  Your Docupace user account must have access to the Salesforce realm. See Checking User Access to Salesforce Security Realm.
  •  The Admin data role must have access to domains. See Checking Admin Data Role in Security Manager.
  •  You must have a Salesforce site set up.
  •  Your Salesforce account must be assigned to the System Administrator profile. See Checking System Administrator Assignment.
Note

Prerequisites Confirmed: Once you confirm that you have all the prerequisites, you can proceed to the next stage - installing the Integration Package.  

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

Info

Functionality: This is a general overview of the steps that must be performed to set up How to check if everything that is required for the Salesforce.com and Docupace integration is available.

Filter by label (Content by label)
max5
sortmodified
titleRelated Pages
cqllabel = "salesforce"

Prerequisites

To install and configure Docupace and Salesforce integration:

  •  You must have a dedicated Docupace site.
Tip

Tip: If you do not currently have a Docupace site, you may contact Sales for more information.

  •  The site must be upgraded to the latest version of Docupace Connect (use Connect 4.45/Core 22.12 or a higher generally available version).
  •  The Engineering Team must deploy the Salesforce integration update on your Docupace site (Service Request).
  •  Your Docupace user account must be assigned the Admin role.
  •  Your Docupace user account must have access to the Salesforce realm.
Note

Prerequisites Confirmed: Once you confirm that you have all the prerequisites, you can proceed to the next stage.  

How to Check User Salesforce Access

Step

Result

1

Checking User Access to Salesforce Security Realm

Rw ui steps macro
Rw step

Open Docupace and proceed to Administration > Security > Security realm.

Image Removed

Opening Docupace Security realm

2
Image Added
Rw step

Search for your User ID.

3
Rw step

Check that the Site Role column for your user shows the Admin role assigned. Then click the Edit link. The Security page opens.

Image Removed

Site Role: Admin

4
  •  The Admin data role must have access to domains.

How to Check Admin Access

Step

Result

1
Image Added
Rw step

Check that the list of Trusted SSO Realms includes Salesforce.

Image Removed

SalesForce realm for your user account

Image Added

Checking Admin Data Role in Security Manager

Rw ui steps macro
Rw step

Open Docupace and proceed to Administration > Security > Security manager. The Docupace Security Manager window opens.

2
Rw step

Open the Data Roles tab.

3
Rw step

Click on the Admin role.

45
Rw step

Check that the Select access is set for these domains:

  • Application Preferences (242),

  • User Access (300),

  • OAuth Provider Settings (626),

  • FM Namespaces (247),

  • FM M-to-M Converters (249)

Image Removed

Setting Select domain access in Security Manager

6
Image Added
Rw step

Check that the Select, Insert, Update and Delete access is set for these domains:

  • Client Folder (110),

  • Client Subfolder (115),

  • CRM Identifiers (611),

  • Users Preferences (243),

  • Work Items (209).

Image Removed

Setting Select, Insert, Update and Delete domain access in Security Manager

Image Added
Rw step

Click the Save menu item from the Data menu (or click the Save icon on the upper left corner) to save the Security Manager settings.

7
Rw step

Click Exit to close the Security Manager.

  •  You must have a Salesforce site set up.
  •  Your Salesforce account must be assigned to the System Administrator profile.

How to Check System Administrator Assignment

Step

Result

1

Checking System Administrator Assignment

2
Rw ui steps macro
Rw step

Open your user Settings section in Salesforce.

Image Removed

User Settings in Salesforce Lightning

Advanced User Details screen
Image Added
Rw step

Proceed to My Personal Information > Advanced User Details screen and check that the Profile field shows System Administrator.

Image Removed
Image Added