Configuring Docupace Settings for Salesforce Integration
- Inese Auzina
- Mercedes Rothwell
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.
Configuring Docupace
Log into your Docupace site (if not logged in already). Proceed to the Administration menu > List Domains and configure the following settings for Salesforce integration. Configure settings for Docupace according to the following two steps:
Step 1: Configure Docupace OAuth Providers Settings
Open Authorization (OAuth) is a standard, token-based protocol for authorization. To allow calls from Salesforce to Docupace and communication back, set the same unique ID and secret key on both systems' sides.
Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.
Functionality: Steps that must be performed within Docupace to set up integration with Salesforce.com.
Step 2: Configure Alias Username in Docupace
To move between Salesforce and Docupace pages seamlessly, Docupace must recognize your Salesforce username. To do this, you or an administrator must add your Salesforce username as an alias in your Docupace User account. That way, when you open a Docupace screen from Salesforce, you will not have to enter a password, the system will recognize you automatically.