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.

Date	Changes

Date

Changes

November 2023

Updated requirements.

August 2023

Copying the My Domain attribute from Salesforce.

Page hierarchy.

December 2022

SSN field not mandatory anymore.

Formatting.

Important: Prior to updating your current version of Salesforce, please request a Docupace Core upgrade to the latest closed version, to make sure all newer properties are added to the existing Salesforce profiles. Starting from the R1 2023 release, both Docupace Core and Connect contain updates that significantly improve our Salesforce integration.

Note: Formerly the Docupace integration package required the SSN (Social Security Number) field to be filled out for all Salesforce Accounts and Contacts. With the R2 2022 release of Docupace the SSN field is no longer mandatory and is not part of the standard field mapping.

Part 1: Check prerequisites

Docupace site with integration update
Access to the Salesforce security realm from Docupace
Admin role in Docupace Security Manager
Salesforce site
Salesforce System Administrator profile

Part 2: Install the integration package

Run the installation package

Part 3: Confirm Docupace settings

Namespace SALESFORCE
Application Preferences for Salesforce

Part 4: Configure Salesforce settings

Check user profile permissions
Add a Connected App for OAuth settings
Configure Docupace Integration settings

Part 5: Configure Docupace settings

Copy OAuth Providers Settings from Salesforce to Docupace
Configure username from Salesforce as an alias in Docupace

Part 6: Configure Salesforce Lightning UI

Add menu items and page layout elements to the Account objects

Part 7: Check that features are integrated

Access the Docupace Dashboard from Salesforce with SSO
Create a New Docupace Client Folder
Synchronize Data to an existing Docupace Client Folder
Create a Work Item with Starting Point
See a list of current Work Items and Docupace Documents

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)

Docupace Platform User Guides

Configuring the Salesforce Integration