Checking Prerequisites
- Inese Auzina
Owned by 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.
Prerequisites
To install and configure Docupace and Salesforce integration:
You must have a dedicated Docupace site.
The site must be upgraded to the latest version of Docupace (starting from the R1 2023 release, both Docupace Core and Connect contain updates that significantly improve integration with Salesforce).
The Engineering Team must deploy the Salesforce integration update on your Docupace site (Service Request).
Your Docupace user account must be assigned the Admin role.
Your Docupace user account must have access to the Salesforce realm. See Checking User Access to Salesforce Security Realm.
The Admin data role must have access to domains. See Checking Admin Data Role in Security Manager.
You must have a Salesforce site set up.
Your Salesforce account must be assigned to the System Administrator profile. See Checking System Administrator Assignment.
Prerequisites Confirmed: Once you confirm that you have all the prerequisites, you can proceed to the next stage - installing the Integration Package.
Audience: Business Analysts and Developers who need to connect Salesforce.com 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)
Checking User Access to Salesforce Security Realm
Checking Admin Data Role in Security Manager
Checking System Administrator Assignment