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
New Applicaiton Preference salesforce.excludeObjects.
Applicaiton Preference salesforce.object.msg.error in obsolete.
Formatting.
Log into your Docupace site. Proceed toAdministration menu > List Domains and confirm that the following settings for Salesforce integration have been automatically configured.
Troubleshooting Domains Access: If you cannot access the domains listed below, request security access as described in the Prerequisites section.
Troubleshooting Missing Settings: If you can access the domains, but do not see the settings described in the next steps, contact Support.
Step 1: Check FM Namespaces Settings
Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.
Functionality: This is a general overview of the steps that must be performed to set up the Salesforce.com and Docupace integration.
