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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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Important! If you are upgrading to a newer version, you must uninstall the previous integration package according to the steps in Uninstalling the Docupace Unmanaged Package from Salesforce. |
Here are the steps for installing the integration package.
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Tip: The installation may take 2 to 10 minutes and is progressing on the server-side. You will receive an email notification when the process is complete. You do not need to keep the window open. While you wait, you may proceed with other steps. |
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Install the Docupace unmanaged Salesforce package.
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Note: You may be asked to log in to your Salesforce account if you do not already have it open.
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Select Install for All option and click Install. The system displays the Installation progress. |
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While waiting to install, you can click to View Components that are being installed. |
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When the process is complete, an installation confirmation message appears. Click Done. |
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The Installed packages section of the Salesforce Setup is automatically opened. You can see the Docupace package at the top of the list. |
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Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.
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Functionality: Steps for installing the integration package. |
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