---
title: Salesforce Connector for RocketDocs
description: The RocketDocs Salesforce Connector allows a http://Salesforce.com user to submit a request to their company’s RocketDocs instance from a Salesforce object of…
---
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# Salesforce Connector for RocketDocs
## The RocketDocs Salesforce Connector allows a http://Salesforce.com user to submit a request to their company’s RocketDocs instance from a Salesforce object of their choice. Salesforce users can upload any number of documents to the request and send it to RocketDocs. The request is the then sent to RocketDocs, where an External Request Administrator can review it and decide to convert it to a project. Once the request is linked to a RocketDocs project, synchronization of mapped data and documents is active and users on either side can push or pull updates. Attributes can be set up to push data from Salesforce to RocketDocs, from RocketDocs to Salesforce, or bidirectionally. Integrating RocketDocs with Salesforce eliminates the need for double entry, reduces the risk of inconsistent data, and allows Salesforce users to see updates from RocketDocs without needing to be a RocketDocs user or needing to log into RocketDocs.
Before beginning your implementation, please ensure that RocketDocs has enabled Salesforce in your RocketDocs tenant External Integrations. If you are uncertain whether this is complete, contact your customer success manager.
### **Prerequisites**
⚠️**IMPORTANT - These steps are required and must be done before continuing to any further steps! The connection will not work if the following three steps are not done first!**⚠️
**1. Salesforce Connector Installation** - The Salesforce Connector can be installed from the app exchange. You can find that [**HERE**](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G62CrUAJ). See Salesforce CSM for questions or if you have any issues.
**2. User Permissions Assigned in Salesforce** - The user designated to act in Salesforce on the behalf of RocketDocs will need at least the following permissions: API Access for the user, Read/Write on custom objects RD20 Connection\_Setting and RocketDocs Request, as well as at least Read permissions for any object/field that you wish to map information from.
**3. Salesforce Connector Request Ticket** - To activate the RocketDocs Salesforce External Integration API, click [**HERE**](https://rocketdocs.atlassian.net/servicedesk/customer/portal/6/create/129).
- We will need to know if we will be mapping to a sandbox or production Salesforce org.
- We will need to have the username you will use to authenticate as RocketDocs into Salesforce.(This user will need to be a system admin. This can be an existing team member in your organization or you can create a new user for RocketDocs to connect to solely. If you create a new user the minimum access requirements are: read/write access to both the RD20 Connection Settings and RocketDocs Request objects that come with the Salesforce package.)
- We will need the URL of the org we are connecting to. This URL should be in this format \_\_\_\_\_.my.salesforce.com. You can find it by clicking on your silhouette/ picture at the top right corner of Salesforce when logged in. We will need just the section outlined in orange, see Picture below:
⚠️**STOP** - Before you move forward please make sure the ticket for the above step has been completed and closed. You cannot proceed with the process until that step is completed!⚠️
---
### Verifying information and Testing Connection
1\. On the left panel select: Administration, Settings, then System Settings
2\. Click on External Integrations at the top right corner. Select Salesforce.
3\. Click on the edit pencil at the top right corner of the page.
4\. Verify the information entered is correct. If the section is empty please contact your Success Manager.
5\. Click on the Menu and select Connect RD to SF (RocketDocs to Salesforce).
6\. You may need to login to Salesforce. A prompt will appear asking you to allow access. Select Allow. (You may have to wait around 10 minutes before testing the connection in your RocketDocs tenant.)
7\. Once you click allow, you should be redirected back to your external systems page where you initiated the connection from. If you are not sent back to that page, please contact support.
### Configure Connection Settings
Once a link from RocketDocs to the Salesforce Connected App is authorized, a connection for Salesforce to talk to RocketDocs can be established. We start by creating the RD20 Connection Setting object in Salesforce, which can now be done through RocketDocs using the option below:
Click the Connect SF to RD button in the dropdown, the Connect SF to RD option will be removed if successful the action succeeds:
Once done we recommend checking Salesforce to confirm that a record of the RD20 Connection Settings Object has connected. If you need help on this step please contact your salesforce CSM.
### **Add a New Remote Site in Salesforce**
1\. Allow access to RocketDocs by going to Setup.
2\. In the search text field enter “remote” and click on Remote Site Settings.
3\. Click the New Remote Site icon.
4\. Enter “RocketDocs” as the Remote Site Name.
5\. Enter the domain provided by your RocketDocs implementation representative in the Remote Site URL field ([https://tenant.rocketdocs.com](https://tenant.rocketdocs.com) – replace “tenant” with your live tenant name).
6\. Enter a description for the new remote site (optional).
7\. Check the Active box and then click Save.
### Test Connection
1\. Now, log into your RocketDocs tenant to test the connection. Go to Administration, Settings, then System Settings.
2\. Click on External Integrations at the top right corner. Select Salesforce.
3\. Click on Test Connection.
4\. Once the test succeeds, you can configure field mappings.
### Map Desired Fields
1\. After completing all the steps above, you are ready to map data fields. Documents synchronize automatically whenever a user in Salesforce or RocketDocs uses “get” or “push” functions. Select the plus sign at the top right to add in field mapping.
2\. The External entity is Salesforce, and the Internal entity is RocketDocs.
- Select the Salesforce object (Salesforce Entity Name) for the field to be mapped.
- Select the Salesforce field (Salesforce Field Name) to be mapped.
- Select the RocketDocs object (RocketDocs Entity Name) for the field to be mapped.
- Select the RocketDocs field (RocketDocs Field Name) to be mapped.
- Check to allow RocketDocs to read the value of this field sent from Salesforce.
- Check to allow RocketDocs to update the value of this field sent from Salesforce.
- Check to allow Salesforce to read the value of this field sent from Salesforce.
- Check to allow Salesforce to update the value of this field sent from RocketDocs.
For one direction data sharing, check only one update option. For bi-directional data sharing, check both update options.
---
#### **📋NOTE:**
Some internal fields do not allow bi-directional sharing and some field types do not allow bi-directional sharing.
---
### Field Mapping Recommendations
Common data mapped one direction (Salesforce to RocketDocs) include the following (this excludes attributes that may be industry specific). Some customers map these fields bi-directional.
Common data mapped one direction (RocketDocs to Salesforce) include the following (this excludes attributes that may be industry specific). Some customers map these fields bi-directional.
### Mapping to Objects Other Than the RocketDocs Request
Any object that is linked to the RocketDocs Request object should be able to be mapped to/from, just like the original Request.
To enable this, add a new lookup field to the RocketDocs Request that references the Salesforce object you want information from.
See your Salesforce CSM to complete this setup in your salesforce account.
### Additional Notes on Mapping
When referencing data from an object other than the RocketDocs Request, it is important to select that object in the Salesforce Entity Name field. For example, mapping to the Opportunity on the RocketDocs Request will pass through the ID of the Opportunity:
By selecting Opportunity, then Name will pull in the actual name of the Opportunity record the RocketDocs Request is linked to (these values may differ slightly by org):
### **Permissions in Salesforce**
Permissions and User Profiles can be setup and arranged in Salesforce. For appropriate use cases and proper setup please refer to your Salesforce CSM for assistance is setting these features up. Feel free to reach out to you RocketDocs CSM for additional support.
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