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Confirming Successful Docupace Update

Confirming Successful Docupace Update

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

January 2023

New Applicaiton Preference salesforce.excludeObjects.

Applicaiton Preference salesforce.object.msg.error in obsolete.

Formatting.

 

 

Log into your Docupace site. Proceed to the Administration menu > List Domains and confirm that the following settings for Salesforce integration have been automatically configured.

Troubleshooting Domains Access: If you cannot access the domains listed below, request security access as described in the Prerequisites section.

Troubleshooting Missing Settings: If you can access the domains, but do not see the settings described in the next steps, contact Support.

Step 1: Check FM Namespaces Settings

Step 2: Check Application Preferences

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