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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

December 2022

Formatting.

Prerequisites

To install and configure Docupace and Salesforce integration:

  • You must have a dedicated Docupace site.
  • The site must be upgraded to the latest version of Docupace Connect (use Connect 4.45/Core 22.12 or a higher generally available version).
  • The Engineering Team must deploy the Salesforce integration update on your Docupace site (Service Request).
  • Your Docupace user account must be assigned the Admin role.
  • Your Docupace user account must have access to the Salesforce realm. See Checking User Access to Salesforce Security Realm.
  • The Admin data role must have access to domains. See Checking Admin Data Role in Security Manager.
  • You must have a Salesforce site set up.
  • Your Salesforce account must be assigned to the System Administrator profile. See Checking System Administrator Assignment.

Prerequisites Confirmed: Once you confirm that you have all the prerequisites, you can proceed to the next stage.  

Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.

Functionality: How to check if everything that is required for the Salesforce.com and Docupace integration is available.

Related Pages

Checking User Access to Salesforce Security Realm

Checking Admin Data Role in Security Manager

Checking System Administrator Assignment

Step

Result

1

Open your user Settings section.

User Settings in Salesforce Lightning

2

Proceed to My Personal Information > Advanced User Details screen and check that the Profile field shows System Administrator.

Advanced User Details screen

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