Adding Menu Items and Apps to Salesforce Lightning
- Inese Auzina
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.
The Docupace Integration package creates two new objects in the Salesforce system - Docupace Work Item and Docupace Document. These objects will contain information from the corresponding objects in Docupace. Their content will synchronize automatically to the data in Docupace.
After installing the Docupace Integration package on the Salesforce site and configuring all necessary settings, you need to add Docupace menu items (buttons) and apps (related lists) to the layouts of Salesforce objects. This example shows how to add Docupace menu items (Docupace Dashboard, Docupace Client Folder, and Docupace Starting Point) and apps (Docupace Documents and Docupace Work Items) to the layout of the Account page in the Salesforce Lightning UI and customize them.
Important! Depending on the Salesforce license that your company owns, the standard included objects, their record types and respective layouts may differ. E.g. Financial Services Cloud solution has four record types for an Account object (Business, Household, Individual, and Institution) and additionally a Person Account object. All five of these layouts will need to be configured in the same way as described in this section of the guide.
Step 1: Add Mobile & Lightning Actions to Account Page Layout
Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.