Managing Salesforce document storage may not seem daunting, but it can become a real headache, if you want to keep your costs under control and ensure that privacy regulation compliance is not at risk.
We, therefore, developed Document Extractor, a solution that monitors any changes to Salesforce documents related to accounts, contacts, leads, opportunities, quotes, contracts, orders, cases, assets, and email messages.
For each document it creates a SharePoint folder and places the files in the appropriate SharePoint locations, automatically.
We ensure that you will increase team collaboration and automate document management in no time, due to features and options, such as:
- Access files in SharePoint from multiple platforms
- Better and cheaper document storage in SharePoint
- Cost-effective file storage and improvement of Salesforce health
- More functionality in managing customer-related documents
- Getting documents from SharePoint without a SharePoint license
- Custom configuration
- And much more!
Our easy-to-step up out-of-the-box solution is the key to having a successful Salesforce SharePoint integration, therefore, it has recently been named among the best Salesforce apps!
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Contact us today, and start your free 15-day trial or demo of one of the best salesforce integration apps!
About the Author
By Ana Neto, technical advisor at Connecting Software.
“I have been a software engineer since 1997, with a more recent love for writing and public speaking. Do you have any questions or comments about this article or about Document Extractor? I would love to have your feedback!"