Log into your Docupace site (if not logged in already). Proceed to Administration menu > List Domains and configure the following settings for Salesforce integration.
Configure settings for Docupace according to the following two steps:
Step 1: Configure Docupace OAuth Providers Settings
Open Authorization (OAuth) is a standard, token-based protocol for authorization. To allow calls from Salesforce to Docupace and communication back, it is necessary to set the same unique ID and secret key on both systems' sides.
Setting | Description | Value |
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OAuth Provider | Name of the CRM, where the OAuth information will come from. By default, this must be SALESFORCE. |
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OAuth Provider Environment | Enter the API Name for the Connected App that was used in Salesforce. (Copied from Connected App data.) |
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OAuth Client Id | Enter the Consumer Key that was generated by Salesforce. |
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OAuth Client Secret | Enter the Consumer Secret that was generated by Salesforce. |
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OAuth Provider Domain | The URL of the Salesforce site that will be integrated with Docupace. | Examples:
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Step 2: Configure Alias User Name in Docupace
In order to use SSO (Single Sign-On) functionality, when moving from Salesforce screens to Docupace screens, it is necessary for Docupace to recognize your Salesforce username. To do this, your Salesforce username is added as an alias in your Docupace User account. That way, when you open a Docupace screen from Salesforce, you will not have to enter a password, the system will recognize you automatically.
Note: You can skip this step if your Salesforce username is the same as the Docupace username. Usually, this would be your e-mail address.
Tip: Alias for a User Access record can also be updated via .ACL file load. This approach is advisable, when adding information for multiple users at the same time.