Creating a New Account in Salesforce
Important!
If your company is using a standard Salesforce solution, Docupace considers both Accounts and Contacts as Client Folders.
The Financial Services Cloud solution has several record types for an Account object (Business, Household, Individual, and Institution) and additionally a Person Account object. Docupace considers all of these as Client Folders. The Contact object is not used in this case anymore.
Synchronizing a New Salesforce Account with a Docupace Client Folder
When accessing a Docupace Client Folder from Salesforce for the first time, the Docupace system will create it and offer you to add more details to the folder.
Opening an Existing Docupace Client Folder
When accessing a Docupace Client Folder from Salesforce, the Docupace system will check if such a Client already exists and open it in Docupace.