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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

December 2022January 2023

New Applicaiton Preference salesforce.excludeObjects.

Applicaiton Preference salesforce.object.msg.error in obsolete.

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Log into your Docupace site. Proceed to theAdministration menu > List Domains and confirm that the following settings for Salesforce integration have been automatically configured.

Tip

Troubleshooting Domains Access: If you cannot access the domains listed below, request security access as described in the Prerequisites section.

Tip

Troubleshooting Missing Settings: If you can access the domains, but do not see the settings described in the next steps, contact Support.

Step 1: Check FM Namespaces Settings

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Open the FM Namespaces (247) domain.

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Confirm that there is a namespace defined with the following attributes:

  • Name = Salesforce

  • Identificator = SALESFORCE

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 the Salesforce.com and Docupace integration How to confirm that the settings in the FM Namespaces (247) domain and the Application Preferences (242) domain are correctly updated.

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cqllabel = "salesforce"

Step 2: Check Application Preferences

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Open the Application Preferences (242) domain.

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Search for entries that contain word "salesforce" in the Description.

The following preferences should be set up on your site:

  • salesforce.enabled 

  • salesforce.docupace.newUI.enabled

  • salesforce.useLinkingClientWizard 

  • salesforce.excludeObjects

  • salesforce.createUpdateRecord.msg.error

  • salesforce.object.msg.error (obsolete)

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salesforce.enabled

This application preference enables the Salesforce Integration.

Boolean value must be set to Yes.

Warning

Warning: If set to No, connections from Salesforce will be rejected.

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salesforce.docupace.newUI.enabled

This application preference enables Salesforce to users to the Docupace Connect interface.

Boolean value must be set to Yes.

Warning

Warning: If set to No, connections from Salesforce will be redirected to Docupace Core interface.

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salesforce.useLinkingClientWizard

This application preference determines if Docupace should open the Connect New Client Creation wizard when redirected from Salesforce with the Docupace Client Folder or Docupace Starting Point actions.

Set the Boolean value to Yes or No, depending on your preference.

YES: Docupace will try to locate a corresponding Client Folder. If the client does not exist, the system will open a window for creating a new Client Folder.

The data available in Salesforce will be imported and the user may add any missing values, save the Client Folder, and proceed.

NO: Docupace will try to access a corresponding Client Folder or create a new Client Folder with the data available in Salesforce. If neither is possible, the system will display the error message described in salesforce.createUpdateRecord.msg.error.

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salesforce.createUpdateRecord.msg.error

This application preference sets the error message displayed in Salesforce when Docupace cannot find or access a corresponding Client Folder.

By default, the Memo value is set to:

This client does not exist in Docupace or you do not have permission to view this client. Please contact your Docupace administrator to check your user access settingsclick the client button to create a client.

Note: This message will only display if salesforce.useLinkingClientWizard  application preference is set to No.

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salesforce.excludeObjects

This application preference lists API names of those Salesforce objects that will not be synchronized with Docupace. These objects may be connected to the Account or Contact objects, but the data that they contain does not need to be mapped to the Docupace system. Thus, querying and synchronizing them would generate unnecessary data traffic.

If the Salesforce environment has custom objects, that need to be excluded from synchronization, list comma-separated API names in the Memo Value.

You can learn the API Names of the objects by going to Salesforce Setup > Object Manager.

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salesforce.object.msg.error (obsolete)

Note

Note: This application preference is obsolete. As SSN field is not a quired field queried anymore, a situation where a new Client Folder cannot be created cannot arise. Thus, this error message will never appear to the user.