When you integrate Salesforce with SharePoint using Document Extractor you can have all your Salesforce documents moved automatically to SharePoint
Launching CB Document Metadata Reporting for Salesforce
If you ever tried creating a report of your files in Salesforce, but found the limitations annoying, then the new CB Document Metadata Reporting add-on is for you.
Document Extractor Enables Better Document Management for UK’s Governmental Organization
At an UK governmental agency, consultant Chris Lynch found they already had all their documents in SharePoint Online and now wanted them to be in Salesforce too…
Do I Need to Change my SaaS Solutions? Achieving Data Residency Compliance in 2 Steps
Suppose you are working with customers in countries that enforce strict data residency requirements. Do you need to change your SaaS solutions?
American Automotive Aftermarket Company set up a Salesforce to SharePoint Integration they are Finally Happy with
Dorman was looking for a document management solution that would work with the Salesforce environment they had.
Salesforce and SharePoint Integration: Document Extractor Provides Even More Features with a New Release
Document Extractor, the solution for Salesforce to SharePoint integration, has become even better.
Salesforce data storage: how to cut costs and boost compliance
Should Salesforce documents be kept in the same system or in external storage? What are Salesforce storage costs, and specifically document storage costs? What are the implications in terms of compliance?
Salesforce Issues You Don’t Immediately Think of, and How to Overcome Them
“Salesforce is the best, I am going forward with them!”, – many managers think, and they are basically right. Salesforce as a customer relationship management platform has bee…
Salesforce Approved: Document Extractor Getting Launched on AppExchange
We are excited to announce that Document Extractor built for the Salesforce platform is now officially launched on the AppExchange listing. After the scrupulous process of security and documentation checks, …