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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

August 2023

Note about the Person Account object in FSC.

New features from the R1 2023 release.

January 2023

Contact object is not used anymore.

Formatting.

The Docupace Integration package creates two new objects in the Salesforce system - Docupace Work Item and Docupace Document. These objects will contain information from the corresponding objects in Docupace. Their content will synchronize automatically to the data in Docupace.

After installing the Docupace Integration package on the Salesforce site and configuring all necessary settings, you need to add Docupace menu items (buttons) and apps (related lists) to the layouts of Salesforce objects. This example shows how to add Docupace menu items (Docupace Dashboard, Docupace Client Folder, and Docupace Starting Point) and apps (Docupace Documents and Docupace Work Items) to the layout of the Account page in the Salesforce Lightning UI and customize them.

Important! Depending on the Salesforce license that your company owns, the standard included objects, their record types and respective layouts may differ. E.g. Financial Services Cloud solution has four record types for an Account object (Business, Household, Individual, and Institution) and additionally a Person Account object. All five of these layouts will need to be configured in the same way as described in this section of the guide.

Step 1: Add Mobile & Lightning Actions to Account Page Layout

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

Functionality: Steps that must be performed within Salesforce.com to set up Docupace menus and related lists.

Related Pages

Step 2: Add Apps to Related Lists Section of Account Page Layout

Step 3: Customize the Docupace Work Items App

Step 4: Customize the Docupace Documents App

Step 5: Add a Visualforce Page Element for Account Page Layout

Available App Columns for Docupace Work Items and Documents

 Expand to see available Docupace Work Item Columns

  1. Client Detail (link)

  2. Client ID

  3. Client Sub Folder

  4. Client Sub Folder Detail (link)

  5. Contact

  6. Created By

  7. Created By Alias

  8. Display Barcode (link)

  9. Documents List (link)

  10. Event Type

  11. Last Activity Date

  12. Last Modified By

  13. Last Modified By Alias

  14. Last Modified Date

  15. Last Note

  16. Opportunity ID

  17. Other Description

  18. Owner Alias

  19. Owner First Name

  20. Owner Last Name

  21. Product Description

  22. Product Type

  23. Record Id

  24. Rep First Name

  25. Rep Last Name

  26. Request Number

  27. Request Status

  28. Request Type

  29. Subfolder Status

  30. Task Name

  31. Work Item #

  32. Work Item Detail (link)

 Expand to see available Document Columns

  1. Contact

  2. Create Date

  3. Created By

  4. Created By Alias

  5. Created Date

  6. Description

  7. Display Barcode (link)

  8. Display Document (link)

  9. Display Index (link)

  10. Document Id

  11. Document Name

  12. Document Type

  13. Docupace Id

  14. First Name

  15. Last Modified By

  16. Last Modified By Alias

  17. Last Modified Date

  18. Last Name

  19. Owner Alias

  20. Owner First Name

  21. Owner Last Name

  22. Pages

  23. Product Type

  24. Record ID

  25. Registration Type

  26. Subfolder Type

  27. Vendor/Custodian

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