Synching Accounts with Docupace Client Folders

Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.

Change Log

Date

Changes

August 2023

New features for Financial Services Cloud users.

Formatting.

List of Account/Client Features

With the integration enabled, you can perform the following actions in Salesforce:

Mapping between Salesforce and Docupace Objects

Warning: Only standard Account objects in Salesforce.com are supported “out-of-the box“. Integrating other custom or customized objects used by your Salesforce system is a service request to Docupace Engineering and respective costs will apply.

See the full list of fields that are mapped between the systems in the appendix: Field Mapping for Salesforce Standard Objects

Audience: Advisors and Financial Professionals, who are users of Salesforce.

Functionality: Salesforce Client Accounts are mapped to Docupace Client Folders.

Related Pages

Page:
Salesforce (Glossary)
Page:
Confirming Successful Docupace Update (Docupace Platform User Guides)
Page:
Uninstalling the Docupace Unmanaged Package from Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Work Items in Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Documents in Salesforce (Docupace Platform User Guides)

Creating a New Account in Salesforce

Important!

If your company is using a standard Salesforce solution, Docupace considers both Accounts and Contacts as Client Folders.

The Financial Services Cloud solution has several record types for an Account object (Business, Household, Individual, and Institution) and additionally a Person Account object. Docupace considers all of these as Client Folders. The Contact object is no longer supported.

Synchronizing a New Salesforce Account with a Docupace Client Folder

When accessing a Docupace Client Folder from Salesforce for the first time, the Docupace system will create it. and you can add more details to the folder.

Opening an Existing Docupace Client Folder

When accessing a Docupace Client Folder from Salesforce, the Docupace system will check if such a Client already exists and open it in Docupace.