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Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.

 Change Log

Date

Changes

August 2023

New features from the R1 2023 release.

January 2023

SSN field is not mandatory anymore.

Formatting.

List of Features

With the Docupace integration release R1 2023, 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

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.

Functionality: This is a general overview of the features included in the Salesforce integration available with the Docupace R1 2023 release.

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