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
August 2023
Copying the My Domain attribute from Salesforce.
Page hierarchy.
December 2022
SSN field not mandatory anymore.
Formatting.
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.