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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: Prior to updating your current version of Salesforce, please request a Docupace Core upgrade to the latest closed version, to make sure all newer properties are added to the existing Salesforce profiles. Starting from the R1 2023 release, both Docupace Core and Connect contain updates that significantly improve our Salesforce integration with Salesforce. |
Note: Formerly the Docupace integration package required the SSN (Social Security Number) field to be filled out for all Salesforce Accounts and Contacts. With the R2 2022 release of Docupace the SSN field is no longer mandatory and is not part of the standard field mapping.
Part 1: Check prerequisites
Docupace site with integration update
Access to the Salesforce security realm from Docupace
Admin role in Docupace Security Manager
Salesforce site
Salesforce System Administrator profile
Part 2: Install the integration package
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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, then install the new package. |
Run the installation package
Part 3: Confirm Docupace settings
Namespace SALESFORCE
Application Preferences for Salesforce
Part 4: Configure Salesforce settings
Check user profile permissions
Add a Connected App for OAuth settings
Configure Docupace Integration settings
Part 5: Configure Docupace settings
Copy OAuth Providers Settings from Salesforce to Docupace
Configure username from Salesforce as an alias in Docupace
Part 6: Configure Salesforce Lightning UI
Add menu items and page layout elements to the Account objects
Part 7: Check that features are integrated
Access the Docupace Dashboard from Salesforce with SSO
Create a New Docupace Client Folder
Synchronize Data to an existing Docupace Client Folder
Create a Work Item with Starting Point
See a list of current Work Items and Docupace Documents
Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.
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Functionality: This is a general overview of the steps that must be performed to set up the Salesforce.com and Docupace integration. |
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