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
November 2023
Updated requirements.
August 2023
Copying the My Domain attribute from Salesforce.
Page hierarchy.
December 2022
SSN field not mandatory anymore.
Formatting.
Important: Prior to updating your current version of Salesforce, please request a Docupace Core upgrade to the latest closed version, to make sure all newer properties are added to the existing Salesforce profiles. Starting from the R1 2023 release, both Docupace Core and Connect contain updates that significantly improve integration with Salesforce.
Note: Formerly the Docupace integration package required the SSN (Social Security Number) field to be filled out for all Salesforce Accounts and Contacts. With the R2 2022 release of Docupace the SSN field is no longer mandatory and is not part of the standard field mapping.