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
July 2023
New URL for the new version of the installation package for the R2 2022 release of the product.
Formatting.
Here are the steps for installing the integration package.
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.
Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.
Functionality: Steps for installing the integration package.
