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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

November 2023

Changes to the Alias configuration.

August 2023

Additional info about the use of enhanced domains in Salesforce.

January 2023

Formatting.

Configuring Docupace

Log into your Docupace site (if not logged in already). Proceed to the Administration menu > List Domains and configure the following settings for Salesforce integration.

Configure settings for Docupace according to the following two steps:

Step 1: Configure Docupace OAuth Providers Settings

Open Authorization (OAuth) is a standard, token-based protocol for authorization. To allow calls from Salesforce to Docupace and communication back, it is necessary to set the same unique ID and secret key on both systems' sides.

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

Functionality: Steps that must be performed within Docupace to set up integration with Salesforce.com.

Related Pages

Step 2: Configure Alias User Name in Docupace

In order to use SSO (Single Sign-On) functionality, when moving from Salesforce screens to Docupace screens, Docupace must recognize your Salesforce username. To do this, your Salesforce username is added as an alias in your Docupace User account. That way, when you open a Docupace screen from Salesforce, you will not have to enter a password, the system will recognize you automatically.

Note: You can skip this step if your Salesforce username is the same as the Docupace username. Usually, this would be your e-mail address.

Tip: Alias for a User Access record can also be updated via .ACL file load. This approach is advisable when adding information for multiple users at the same time. See How to Process Data Files: Filling Out Each Data File section for more information.

Important: If the .ACL file for your site doesn’t contain the alias_user_name_clear and the alias_user_name columns, submit a request to Docupace Support. They will update the DocuCapture logic for your site.

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