Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.
Change Log
Date
Changes
August 2023
Formatting.
Accessing the Docupace Dashboard (Menu Item)
Once the integration is set up, Salesforce users can open their Dashboard on the corresponding Docupace site without providing additional log-on information (both systems are connected with a Single Sign-On (SSO)).
Audience: Advisors and Financial Professionals, who are users of Salesforce.
Functionality: You can open the Dashboard on the connected Docupace site using Single Sign-On (SSO).
