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

SSN not a required field.

Contact and Account merged into one object in Salesforce.

Overview of Field Mapping for Salesforce

This page is an index of the Standard Object Fields from Salesforce that Docupace supports. These are categorized by the type of information that they contain.

Warning: The Docupace integration supports only default fields from Salesforce. All custom fields must be added individually.

Note: Formerly the Docupace integration package required the SSN (Social Security Number) field to be filled out for all Salesforce Accounts and Contacts. With R2 2022 release of Docupace the SSN field is no longer mandatory and is not part of the standard field mapping.

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

Functionality: Field Mapping from Salesforce Standard Objects to Docupace.

Related Pages

Page:
Salesforce (Glossary)
Page:
Confirming Successful Docupace Update (Docupace Platform User Guides)
Page:
Uninstalling the Docupace Unmanaged Package from Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Work Items in Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Documents in Salesforce (Docupace Platform User Guides)

System Information

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Value Mapping	FM Overwrite Option
1	Client ID	SALESFORCE	BASE	*[].Id	Owner\2.ClientID	N/A	Overwrite Nullable Only
2	Entity ID	SALESFORCE	BASE	*[].Id	Owner\2.EntityType	`#{isMatched(expand('\1'), 'Contact') ? 'Person' : (isMatched(expand('\1'), 'Account') ? 'Entity' : 'Other')}`	Overwrite Nullable Only
3	Source	SALESFORCE	BASE	Account1.Id	Owner1.SourceCRM	`SALESFORCE`	N/A
4	Description/Notes	SALESFORCE	BASE	Contact1.Description	Owner1.Notes	N/A	N/A
5	Household ID	BASE	ARI_RECORD	Owner1.HouseholdID	110.100105	N/A	N/A

Identity Information

	Field/Data	From Namespace	To Namespace	Field Mask From	Field Mask TO	Value Mapping	Condition	FM Overwrite Option
1	Title	SALESFORCE	BASE	Contact1.Title	Owner1.Title	N/A	N/A	N/A
2	Suffix	SALESFORCE	BASE	Account1.Suffix	Owner1.Suffix	N/A	`#{isAllNotEmpty('Account1.Suffix')}`	N/A
3	Salutation/ Suffix	SALESFORCE	BASE	Contact1.Salutation	Owner1.Suffix	N/A	N/A	N/A
4	Salutation/ Prefix	SALESFORCE	BASE	Account1.Salutation	Owner1.Prefix	N/A	`#{isAllNotEmpty('Account1.Salutation')}`	N/A
5	Entity Name	SALESFORCE	BASE	Account1.Name	Owner1.EntityName	N/A	`2=1 && #{isAllEmpty('Account1.FirstName')}`	N/A
6	Entity Name	SALESFORCE	BASE	Account1.Name	Owner1.EntityName	N/A	`#{!isMatched(value("Contact1.IsPersonAccount"), "true")}`	N/A
7	Entity Name	SALESFORCE	BASE	Account1.Name	Owner1.HouseholdID	N/A	`2=1`	N/A
8	First Name	SALESFORCE	BASE	Contact1.FirstName	Owner1.FirstName	N/A	N/A	N/A
9	First Name	SALESFORCE	BASE	Account1.FirstName	Owner1.FirstName	N/A	N/A	N/A
10	Middle Name	SALESFORCE	BASE	Account1.MiddleName	Owner1.MiddleName	N/A	N/A	N/A
11	Last Name	SALESFORCE	BASE	Contact1.LastName	Owner1.LastName	N/A	N/A	N/A
12	Last Name	SALESFORCE	BASE	Account1.LastName	Owner1.LastName	N/A	N/A	N/A
13	Full Name	SALESFORCE	BASE	Contact1.Name	Owner1.FullName	N/A	N/A	N/A
14	Date Of Birth	SALESFORCE	BASE	Account1.PersonBirthdate	Owner1.DateOfBirth	`#{formatDate(date('Account1.PersonBirthdate'), 'MM/dd/yyyy')}`	`#{isAllNotEmpty('Account1.PersonBirthdate')}`	N/A
15	Date Of Birth	SALESFORCE	BASE	Contact1.Birthdate	Owner1.DateOfBirth	N/A	N/A	N/A
16	Department/ Employer	SALESFORCE	BASE	Contact1.Department	Owner1.Employer	N/A	N/A	N/A

Communication Details

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Condition	Priority
1	Mailing Email	SALESFORCE	BASE	Contact1.Email	Owner1.HomeEmailAddr	N/A	0
2	Home Email	SALESFORCE	BASE	Account1.PersonEmail	Owner1.HomeEmailAddr	N/A	N/A
3	Mailing Fax Number	SALESFORCE	BASE	Contact1.Fax	Owner1.MailingFax	N/A	0
4	Home Phone Number	SALESFORCE	BASE	Account11.Phone	Owner1.HomePhone	`#{!isMatched(value("Contact1.IsPersonAccount"), "true")}`	0
5	Home Phone Number	SALESFORCE	BASE	Contact1.HomePhone	Owner1.HomePhone	`#{isMatched(value("Contact1.IsPersonAccount"), "true")}`	0
6	Mobile Phone Number	SALESFORCE	BASE	Contact1.MobilePhone	Owner1.HomeMobile	N/A	0
7	Other Phone Number	SALESFORCE	BASE	Contact1.OtherPhone	Owner1.OtherPhone	N/A	0
8	Phone Number	SALESFORCE	BASE	Contact1.Phone	Owner1.Phone	N/A	0

Address

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask
1	Billing/Home City	SALESFORCE	BASE	Account1.BillingCity	Owner1.HomeAddrCity
2	Mailing City	SALESFORCE	BASE	Contact1.MailingCity	Owner1.MailingAddrCity
3	Other/Home City	SALESFORCE	BASE	Contact1.OtherCity	Owner1.HomeAddrCity
4	Mailing/Home City	SALESFORCE	BASE	Account1.PersonMailingCity	Owner1.HomeAddrCity
5	Billing/Home Country	SALESFORCE	BASE	Account1.BillingCountry	Owner1.HomeCountry
6	Mailing Country	SALESFORCE	BASE	Contact1.MailingCountry	Owner1.MailingCountry
7	Other/Home Country	SALESFORCE	BASE	Contact1.OtherCountry	Owner1.HomeCountry
8	Mailing Country	SALESFORCE	BASE	Account1.PersonMailingCountry	Owner1.HomeCountry
9	Billing/Home Postal/Zip Code	SALESFORCE	BASE	Account1.BillingPostalCode	Owner1.HomeAddrZip
10	Mailing Postal/Zip Code	SALESFORCE	BASE	Contact1.MailingPostalCode	Owner1.MailingAddrZip
11	Other/Home Postal/Zip Code	SALESFORCE	BASE	Contact1.OtherPostalCode	Owner1.HomeAddrZip
12	Mailing/Home Postal/Zip Code	SALESFORCE	BASE	Account1.PersonMailingPostalCode	Owner1.HomeAddrZip
13	Billing/Home State	SALESFORCE	BASE	Account1.BillingState	Owner1.HomeAddrState
14	Mailing State	SALESFORCE	BASE	Contact1.MailingState	Owner1.MailingAddrState
15	Other/Home State	SALESFORCE	BASE	Contact1.OtherState	Owner1.HomeAddrState
16	Mailing/Home State	SALESFORCE	BASE	Account1.PersonMailingState	Owner1.HomeAddrState
17	Billing/Home Street Address	SALESFORCE	BASE	Account1.BillingStreet	Owner1.HomeAddrAllLines
18	Mailing Street Address	SALESFORCE	BASE	Contact1.MailingStreet	Owner1.MailingAddrAllLines
19	Other/Home Street Address	SALESFORCE	BASE	Contact1.OtherStreet	Owner1.HomeAddrAllLines
20	Mailing/Home Street Address	SALESFORCE	BASE	Account1.PersonMailingStreet	Owner1.HomeAddrLine1

Field Mapping for Salesforce Standard Objects