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

September 2023

Additional mappings due to new functionality.

Household mappings.

January 2023

Additional mappings.

SSN is not a required field.

Contact and Account merged into one object in Salesforce.

Overview of Field Mapping for Salesforce

This page is an index of the Standard Object Fields from Salesforce that Docupace supports. These are categorized by the type of information that they contain.

Warning: The Docupace integration supports only default fields from Salesforce. All custom fields must be added individually.

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

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)

System Information

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Value Mapping	Condition	FM Overwrite Option	Priority

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Value Mapping	Condition	FM Overwrite Option	Priority
1	Client ID	SALESFORCE	BASE	*[].Id	Owner\2.ClientID	N/A	N/A	Overwrite Nullable Only	0
2	Client ID	SALESFORCE	BASE	Contact1.Id	Owner1.ClientID	N/A	N/A		0
3	Client ID	SALESFORCE	BASE	Contact1.Id	Owner1.ClientID	`#{value('Contact1.AccountId')}`	`#{value('Contact1.IsPersonAccount')}`	Overwrite All	-1
4	Entity ID	SALESFORCE	BASE	*[].Id	Owner\2.EntityType	`#{isMatched(expand('\1'), 'Contact') ? 'Person' : (isMatched(expand('\1'), 'Account') ? 'Entity' : 'Other')}`		Overwrite Nullable Only	0
5	Account	SALESFORCE	BASE	Account[].*	ContactByAccount[].*	N/A	#{value('Contact1.IsPersonAccount')}		15
6	Account	SALESFORCE	BASE	Account[].*	Account[].*	*=	#{value('Contact1.IsPersonAccount')}	Overwrite All	14
7	Source	SALESFORCE	BASE	Account1.Id	Owner1.SourceCRM	`SALESFORCE`	N/A	N/A	0
8	Source CRM Id	SALESFORCE	BASE	*[].Id	Owner\2.SourceCRM	`#{"SALESFORCE:" + (isAllNotEmpty("\1\2.CreatedById") ? value("\1\2.CreatedById") : value("\1\2.Id"))}`	N/A	Overwrite Nullable Only	0
9	Description/Notes	SALESFORCE	BASE	Contact1.Description	Owner1.Notes	N/A	N/A	N/A	0
10	Household ID	BASE	ARI_RECORD	Owner1.HouseholdID	110.100105	N/A	N/A	N/A	0

Identity Information

	Field/Data	From Namespace	To Namespace	Field Mask From	Field Mask TO	Value Mapping	Condition	FM Overwrite Option	Priority

	Field/Data	From Namespace	To Namespace	Field Mask From	Field Mask TO	Value Mapping	Condition	FM Overwrite Option	Priority
1	Title	SALESFORCE	BASE	Contact1.Title	Owner1.Title	N/A	N/A	N/A	0
2	Salutation/ Prefix	SALESFORCE	BASE	Account1.Salutation	Owner1.Prefix	N/A	`#{isAllNotEmpty('Account1.Salutation')}`	N/A	0
3	Suffix	SALESFORCE	BASE	Account1.Suffix	Owner1.Suffix	N/A	`#{isAllNotEmpty('Account1.Suffix')}`	N/A	0
4	Salutation/ Prefix	SALESFORCE	BASE	Contact1.Salutation	Owner1.Prefix	N/A	N/A	N/A	0
5	Suffix	SALESFORCE	BASE	Contact1.Suffix	Owner1.Suffix	N/A	N/A	N/A	0
6	Entity Name	SALESFORCE	BASE	Account1.Name	Owner1.EntityName	N/A	`2=1 && #{isAllEmpty('Account1.FirstName')}`	N/A	0
7	Entity Name	SALESFORCE	BASE	Account1.Name	Owner1.EntityName	N/A	`#{!isMatched(value("Contact1.IsPersonAccount"), "true")}`	N/A	0
8	Entity Name	SALESFORCE	BASE	Account1.Name	Owner1.HouseholdID	N/A	`2=1`	N/A	0
9	First Name	SALESFORCE	BASE	Contact1.FirstName	Owner1.FirstName	N/A	N/A	N/A	0
10	First Name	SALESFORCE	BASE	Account1.FirstName	Owner1.FirstName	N/A	N/A	N/A	0
11	Middle Name	SALESFORCE	BASE	Contact1.MiddleName	Owner1.MiddleName	N/A	N/A	N/A	0
12	Middle Name	SALESFORCE	BASE	Account1.MiddleName	Owner1.MiddleName	N/A	N/A	N/A	0
13	Middle Name	SALESFORCE	BASE	Contact1.MiddleName	Owner1.MiddleName	N/A	N/A	N/A	0
14	Last Name	SALESFORCE	BASE	Contact1.LastName	Owner1.LastName	N/A	N/A	N/A	0
15	Last Name	SALESFORCE	BASE	Account1.LastName	Owner1.LastName	N/A	N/A	N/A	0
16	Full Name	SALESFORCE	BASE	Contact1.Name	Owner1.FullName	N/A	N/A	N/A	0
17	Date Of Birth	SALESFORCE	BASE	Account1.PersonBirthdate	Owner1.DateOfBirth	`#{formatDate(date('Account1.PersonBirthdate'), 'MM/dd/yyyy')}`	`#{isAllNotEmpty('Account1.PersonBirthdate')}`	N/A	0
18	Date Of Birth	SALESFORCE	BASE	Contact1.Birthdate	Owner1.DateOfBirth	N/A	N/A	N/A	0
19	Date Of Birth	SALESFORCE	BASE	Account1.PersonBirthdate	Owner1.DateOfBirth	`#{formatDate(date('Account1.PersonBirthdate'), 'MM/dd/yyyy')}`	`#{isAllNotEmpty('Account1.PersonBirthdate')}`		0
20	Marital Status	SALESFORCE	BASE	Contact1.FinServ__MaritalStatus__c	Owner1.MaritalStatus	N/A	N/A	N/A	0
21	Marital Status	SALESFORCE	BASE	Account1.FinServ__MaritalStatus__pc	Owner1.MaritalStatus	N/A	N/A	N/A	0
22	Occupation	SALESFORCE	BASE	Contact1.FinServ__Occupation__c	Owner1.Occupation	N/A	N/A	N/A	0
23	Occupation	SALESFORCE	BASE	Account1.FinServ__Occupation__pc	Owner1.Occupation	N/A	N/A	Overwrite All	0
24	Department/ Employer	SALESFORCE	BASE	Contact1.Department	Owner1.Employer	N/A	N/A	N/A	0
25	Social Security Number	SALESFORCE	BASE	*[].FinServ__TaxId__pc	Owner\2.SocSecNumber	N/A	N/A	N/A	0
26	Social Security Number	SALESFORCE	BASE	Contact1.FinServ__TaxId__c	Owner1.SocSecNumber	N/A	N/A	N/A	0
27	Social Security Number	SALESFORCE	BASE	*[].SocSecNumber__c	Owner\2.SocSecNumber	N/A	FALSE	N/A	0
28	Number of Dependents	SALESFORCE	BASE	Account1.FinServ__NumberOfDependents__pc	Owner1.DependentsNumber	`#{T(StringUtils).substring(value("Account1.FinServ__NumberOfDependents__pc"), 0, 1)}`	N/A	Overwrite All	0
29	Number of Dependents	SALESFORCE	BASE	Contact1.FinServ__NumberOfDependents__c	Owner1.DependentsNumber	`#{T(StringUtils).substring(value("Contact1.FinServ__NumberOfDependents__c"), 0, 1)}`	N/A	N/A	0
30	Citizenship	SALESFORCE	BASE	Account1.FinServ__PrimaryCitizenship__pc	Owner1.Citizenship	N/A	N/A	N/A	0
31	Citizenship	SALESFORCE	BASE	Contact1.FinServ__PrimaryCitizenship__c	Owner1.Citizenship	N/A	N/A	N/A	0

Communication Details

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Condition	Priority

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Condition	Priority
1	Mailing Email	SALESFORCE	BASE	Contact1.Email	Owner1.HomeEmailAddr	N/A	0
2	Home Email	SALESFORCE	BASE	Account1.PersonEmail	Owner1.HomeEmailAddr	N/A	N/A
3	Mailing Fax Number	SALESFORCE	BASE	Contact1.Fax	Owner1.MailingFax	N/A	0
4	Home Phone Number	SALESFORCE	BASE	Account1.Phone	Owner1.HomePhone	`#{!isMatched(value("Contact1.IsPersonAccount"), "true")}`	0
5	Home Phone Number	SALESFORCE	BASE	Contact1.HomePhone	Owner1.HomePhone	`#{isMatched(value("Contact1.IsPersonAccount"), "true")}`	0
6	Mobile Phone Number	SALESFORCE	BASE	Contact1.MobilePhone	Owner1.HomeMobile	N/A	0
7	Other Phone Number	SALESFORCE	BASE	Contact1.OtherPhone	Owner1.OtherPhone	N/A	0
8	Phone Number	SALESFORCE	BASE	Contact1.Phone	Owner1.Phone	N/A	0
9	Mobile/Home Phone	SALESFORCE	BASE	Account1.PersonMobilePhone	Owner1.HomeMobile	N/A	0
10	Home Phone	SALESFORCE	BASE	Contact1.Phone	Owner1.HomePhone	`#{isMatched(value("Contact1.IsPersonAccount"), "true")}`	0

Address

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Priority

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Priority
1	Billing/Home City	SALESFORCE	BASE	Account1.BillingCity	Owner1.HomeAddrCity	0
2	Mailing City	SALESFORCE	BASE	Contact1.MailingCity	Owner1.MailingAddrCity	0
3	Other/Home City	SALESFORCE	BASE	Contact1.OtherCity	Owner1.HomeAddrCity	0
4	Mailing/Home City	SALESFORCE	BASE	Account1.PersonMailingCity	Owner1.HomeAddrCity	0
5	Billing/Home Country	SALESFORCE	BASE	Account1.BillingCountry	Owner1.HomeCountry	0
6	Mailing Country	SALESFORCE	BASE	Contact1.MailingCountry	Owner1.MailingCountry	0
7	Other/Home Country	SALESFORCE	BASE	Contact1.OtherCountry	Owner1.HomeCountry	0
8	Mailing Country	SALESFORCE	BASE	Account1.PersonMailingCountry	Owner1.HomeCountry	0
9	Billing/Home Postal/Zip Code	SALESFORCE	BASE	Account1.BillingPostalCode	Owner1.HomeAddrZip	0
10	Mailing Postal/Zip Code	SALESFORCE	BASE	Contact1.MailingPostalCode	Owner1.MailingAddrZip	0
11	Other/Home Postal/Zip Code	SALESFORCE	BASE	Contact1.OtherPostalCode	Owner1.HomeAddrZip	0
12	Mailing/Home Postal/Zip Code	SALESFORCE	BASE	Account1.PersonMailingPostalCode	Owner1.HomeAddrZip	0
13	Billing/Home State	SALESFORCE	BASE	Account1.BillingState	Owner1.HomeAddrState	0
14	Mailing State	SALESFORCE	BASE	Contact1.MailingState	Owner1.MailingAddrState	0
15	Other/Home State	SALESFORCE	BASE	Contact1.OtherState	Owner1.HomeAddrState	0
16	Mailing/Home State	SALESFORCE	BASE	Account1.PersonMailingState	Owner1.HomeAddrState	0
17	Billing/Home Street Address	SALESFORCE	BASE	Account1.BillingStreet	Owner1.HomeAddrAllLines	0
18	Mailing Street Address	SALESFORCE	BASE	Contact1.MailingStreet	Owner1.MailingAddrAllLines	0
19	Other/Home Street Address	SALESFORCE	BASE	Contact1.OtherStreet	Owner1.HomeAddrAllLines	0
20	Other/Legal Street Address	SALESFORCE	BASE	Contact1.OtherStreet	Owner1.LegalAddrAllLines	0
21	Other/Legal Street Address	SALESFORCE	BASE	Contact1.OtherStreet	Owner1.LegalAddrLine1	0
22	Mailing/Home Street Address	SALESFORCE	BASE	Account1.PersonMailingStreet	Owner1.HomeAddrLine1	0

Household Members’ Information

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Priority

	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Priority
1	Household Member's Client Id	SALESFORCE	BASE	ContactByAccount[].Id	HouseHoldMember[].ClientID	0
2	Household Member's Title	SALESFORCE	BASE	ContactByAccount[].Title	HouseHoldMember[].Title	0
3	Household Member's First Name	SALESFORCE	BASE	ContactByAccount[].FirstName	HouseHoldMember[].FirstName	0
4	Household Member's Salutation/Suffix	SALESFORCE	BASE	ContactByAccount[].Salutation	HouseHoldMember[].Suffix	0
5	Household Member's Last Name	SALESFORCE	BASE	ContactByAccount[].LastName	HouseHoldMember[].LastName	0
6	Household Member's Full Name	SALESFORCE	BASE	ContactByAccount[].Name	HouseHoldMember[].FullName	0
7	Household Member's Birthdate	SALESFORCE	BASE	ContactByAccount[].Birthdate	HouseHoldMember[].DateOfBirth	0
8	Household Member's Mobile/Home Phone	SALESFORCE	BASE	ContactByAccount[].MobilePhone	HouseHoldMember[].HomeMobile	0
9	Household Member's Home Phone	SALESFORCE	BASE	ContactByAccount[].HomePhone	HouseHoldMember[].HomePhone	0
10	Household Member's Other Phone	SALESFORCE	BASE	ContactByAccount[].OtherPhone	HouseHoldMember[].OtherPhone	0
11	Household Member's Phone	SALESFORCE	BASE	ContactByAccount[].Phone	HouseHoldMember[].Phone	0
12	Household Member's Email	SALESFORCE	BASE	ContactByAccount[].Email	HouseHoldMember[].MailingEmailAddr	0
13	Household Member's Fax	SALESFORCE	BASE	ContactByAccount[].Fax	HouseHoldMember[].MailingFax	0
14	Household Member's Employer	SALESFORCE	BASE	ContactByAccount[].Department	HouseHoldMember[].Employer	0
15	Household Member's Notes	SALESFORCE	BASE	ContactByAccount[].Description	HouseHoldMember[].Notes	0
16	Household Member's Mailing City	SALESFORCE	BASE	ContactByAccount[].MailingCity	HouseHoldMember[].MailingAddrCity	0
17	Household Member's Mailing Country	SALESFORCE	BASE	ContactByAccount[].MailingCountry	HouseHoldMember[].MailingCountry	0
18	Household Member's Mailing Postal/Zip Code	SALESFORCE	BASE	ContactByAccount[].MailingPostalCode	HouseHoldMember[].MailingAddrZip	0
19	Household Member's Mailing State	SALESFORCE	BASE	ContactByAccount[].MailingState	HouseHoldMember[].MailingAddrState	0
20	Household Member's Mailing Street	SALESFORCE	BASE	ContactByAccount[].MailingStreet	HouseHoldMember[].MailingAddrAllLines	0
21	Household Member's Other/Home City	SALESFORCE	BASE	ContactByAccount[].OtherCity	HouseHoldMember[].HomeAddrCity	0
22	Household Member's Other/Home Country	SALESFORCE	BASE	ContactByAccount[].OtherCountry	HouseHoldMember[].HomeCountry	0
23	Household Member's Other/Home Postal/Zip Code	SALESFORCE	BASE	ContactByAccount[].OtherPostalCode	HouseHoldMember[].HomeAddrZip	0
24	Household Member's Other/Home State	SALESFORCE	BASE	ContactByAccount[].OtherState	HouseHoldMember[].HomeAddrState	0
25	Household Member's Other/Home Street	SALESFORCE	BASE	ContactByAccount[].OtherStreet	HouseHoldMember[].HomeAddrAllLines	0