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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.

 Change Log

Date

Changes

December 2022

New Applicaiton Preference salesforce.excludeObjects.

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

Formatting.

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

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

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

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

Functionality: This is a general overview of the steps that must be performed to set up the Salesforce.com and Docupace integration.

Related Pages

Step 1: Check FM Namespaces Settings

Step 2: Check Application Preferences

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