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
January 2023
New Applicaiton Preference salesforce.excludeObjects.
Applicaiton Preference salesforce.object.msg.error in obsolete.
Formatting.
Log into your Docupace site. Proceed to theAdministration 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: How to confirm that the settings in the FM Namespaces (247) domain and the Application Preferences (242) domain are correctly updated.
