Features Integrated between Salesforce and Docupace (R1 2023)
- Inese Auzina
- Mercedes Rothwell
Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.
List of Features
Docupace updated the Salesforce integration with the R1 2023 release. Advisors gain greater control of Docupace Work Items and Documents while staying within the Salesforce environment.
Here is the full list of integrated features:
Navigating from Salesforce to Docupace with Single Sign-On (SSO)
On-demand synchronization of Salesforce Accounts to Docupace Client Folders
Viewing Docupace Work Items and their content directly in the Salesforce UI
Creating a new Work Item for a Salesforce Account with Docupace Starting Point
Viewing a list of Docupace Documents for a selected client and for each Work Item
Filling out PDF forms directly in the Salesforce UI with the Docupace Document Viewer
Uploading new Documents and specifying their Client Document Type
Replacing an existing Document with a new PDF or image
Adding and viewing Advisor Notes for Work Items
Viewing Event History for Work Items
Moving Work Items through the Docupace workflow using transition buttons
Viewing Docupace errors and warnings for Work Items
Re-assigning a Work Item to the current user
Opening a Work Item in Docupace for additional actions, e.g. to add a Reject Reason Code
Using the Features
Read how to use these features in more detail:
Mapping between Salesforce and Docupace Objects
Warning: Only standard Account objects in Salesforce are supported “out-of-the box“. Integrating other custom or customized objects used by your Salesforce system is a service request to Docupace Engineering and respective costs will apply.
See the full list of fields that are mapped between the systems in the appendix: Field Mapping for Salesforce Standard Objects
Audience:
Advisors and Financial Professionals, who are users of Salesforce
Business Analysts and Developers who need to connect Salesforce to Docupace
Related Pages
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Confirming Successful Docupace Update (Docupace Platform User Guides)
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Working with Docupace Work Items in Salesforce (Docupace Platform User Guides)
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Working with Docupace Documents in Salesforce (Docupace Platform User Guides)