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

Additional security settings in Salesforce set up.

January 2023

Only the Account object must be configured.

Formatting.

Working with Salesforce Setup

Log into your Salesforce.com site (if not logged in already).

Note: The URL for the new Lightning interface is usually: http://yourcompany.lightning.force.com

While in Salesforce Lightning, click the Setup button.

Salesforce Lightning Setup

Tip: In the Salesforce Lightning Setup section, it is easy to find specific functions by using the Quick Find bar at the top left side of the window.

Quick Find in Salesforce Lightning

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)

Step 1: Check User Profiles in Salesforce

All user profiles that will work with Docupace must have access to API. Also, the profiles must have Object Permissions for Docupace Document and Docupace Work Item objects set to "Read, Create, Edit, Delete, View All, Modify All".

Step 2: Create the Docupace Integration App in Salesforce

Connected App Settings

Basic Information

Setting	Description	Value Example

Setting	Description	Value Example
Connected App Name	This name will display in the App Manager and in its App Launcher tile.
API Name	API name used when referring to your app from a program.	`ABC_CORP_DEV`
Contact Email	Email for Salesforce to use in case they need to contact your support team.	`support@yourcompany.com`
Contact Phone	Phone number for Salesforce to use in case they need to contact your support team.
Logo Image URL	Logo that will appear on the App Launcher tile.	Upload a logo image or enter a URL of the image location.
Icon URL	Image location.	Enter a URL of the image location.
Info URL	URL of your company web site or a page with more information about your app.	`www.yourcompany.com`
Description	The description displayed to end-users on the App Launcher.

API (Enable OAuth Settings)

Setting	Description	Value Example

Setting	Description	Value Example
Enable OAuth Settings		Selected
Enable for Device Flow		Not selected
Callback URL	The URL of your Docupace Core site (without "_ui") + "/login/sso/salesforce"	The format is this: `https://[domainaddress]/[sitename]/login/sso/salesforce`
Use digital signatures		Not selected
Selected OAuth Scopes	Select the following tree scope names in the Available OAuth Scopes list and click Add > to move them to the Selected OAuth Scopes list.	`Full Access (full)` `Perform requests at any time (refresh_token, offline_access)` `Access Visualforce applications (visualforce)`
Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows	Additional security settings	Not selected
Require Secret for Web Server Flow	Additional security settings	Selected
Require Secret for Refresh Token Flow	Additional security settings	Not selected

Step 3: Configure Docupace Integration Settings for the System Administrator Profile

Configuring Salesforce Lightning UI Settings