Document Extractor built for the Salesforce platform™

Document Extractor is a document management system for Salesforce that helps businesses store, manage, and share their documents more efficiently. It works by extracting documents from Salesforce and importing them into SharePoint, while leaving a link in Salesforce for easy access. Having documents in SharePoint means you have better collaboration options and even version control, so you can always track changes to your documents and revert to previous versions if needed.

Document Extractor can process any kind of document type, including files without a type extension in their filename.

You’ll be able to see the preview in Salesforce for all file types that are supported by SharePoint.

Yes, you can have it in self-hosted deployments. For SaaS deployments the amount of data volume (traffic) included in the plan is 500 MB  per user/month. You can purchase additional traffic packages (batteries) that have no expiration date and can be used when necessary.

Yes, both expressions refer to moving the file from Salesforce to SharePoint and leaving a link in Salesforce in its place.

The easiest way to find the documents is to go to where the document used to be in Salesforce. You will find a link to the document right there, in the same location. You can also find the document in SharePoint, but the details for that will vary depending on how the setup was done.

Document Extractor is compatible with Microsoft SharePoint 2013, 2016, 2019 and Online (Office 365).

Document Extractor is compatible with Salesforce Enterprise, Unlimited, Developer, Performance, and Einstein. It is compatible with the Professional (Pro Suite) editions so long as you have the API Addon. Document Extractor does not support Essentials, Group and Contact Manager.

Yes, Document Extractor supports Community users and Experience Cloud. The user experience remains the same so these users are not affected and can work with files in the same way.

Community users and Experience Cloud users can view and open files using Document Extractor without needing an additional license. They will only need a license if they upload documents that need to be transferred to SharePoint, and even so, a specially priced license.

Yes, it supports both standard and custom objects.

All the prices for SaaS deployments are clearly presented on our Document Extractor pricing page. Each plan includes 500 MB data volume (traffic) per user/month and 15 minutes of support per user/year. The price for extra traffic is also presented on the same pricing page, and the price for extra support is here. There are no hidden fees. To run Document Extractor on your own servers or cloud (self-hosted), please ask us for a quote, and we will reply within 24 hours. 

The free trial license is valid for 15 days.

No, there is no required training or technical expertise. Both setup and configuration are in wizard format, and you have video tutorials, knowledge base articles, and the user manual to make it even easier to follow. Nonetheless, there is one requirement: you need to have admin permissions both in your Salesforce org and in SharePoint.

Each Document Extractor plan includes 15 minutes of support per user/year. Support is available through our Support Portal. All the documentation is also available through the Support Portal.

There are two deployment options available: SaaS, for no-installation, plug and forget integration via our SaaS portal and Self-hosted, for those needing to maintain full control over the integration. Feel free to reach out if you need help in choosing the best deployment for your scenario.

Certainly! Even if your Salesforce storage is already at its limit, you can still utilize Document Extractor without any issues. By moving files away, Document Extractor is instrumental in getting storage usage back under the limit.

You have flexibility! When using Document Extractor, you can choose to move only specific Salesforce documents to SharePoint based on dates, rather than migrating all of them. It is also possible to exclude specific files using a flag.

Files only go through the machine where Document Extractor is installed and are not moved through external servers. Depending on your deployment option that could be your machine (when self-hosted) or an Azure machine (when SaaS, in which case you can select if you want to be in a US or European server). This ensures data security and compliance with privacy regulations.

Yes, you can view a list of the documents that Document Extractor moved within the Salesforce environment. The app provides a comprehensive log or record of document extraction activities, allowing users to track which documents were processed and when.

If you create a new version of the document and place it in Salesforce using the “Upload New Version” button in the Files tab, Document Extractor will keep all versions of the document in SharePoint, using a suffix to differentiate them.

The maximum file size is limited mostly by the size of memory available on your system. Still, you can have Document Extractor ignore very big or very small files. You get to decide what big and small is, by using the Minimum and Maximum File Size configuration setting.

Salesforce Files Connect is a native Salesforce product that allows you to connect to files already stored in external cloud storage services like Quip, Google Drive, SharePoint, or Box. It doesn’t automatically transfer new files to these external repositories, it just provides users with access to files stored there from within the Salesforce platform. Document Extractor, on the other hand, is a third-party application developed by Connecting Software that automates the process of transferring documents from Salesforce to Microsoft SharePoint. Unlike Salesforce Files Connect, which merely provides access to external files, Document Extractor takes it a step further by automatically moving new and modified files from Salesforce to the connected external storage, thereby reducing the storage costs on the Salesforce platform. Document Extractor is also able to act bidirectionally.

Document Extractor is primarily designed to automate the transfer of new and modified files from Salesforce to SharePoint, ensuring that your Salesforce records are seamlessly integrated with your SharePoint document management system. For files already in SharePoint that you wish to access or synchronize with Salesforce, you would first need to use a script to move them to Salesforce, as described in this use case.

Yes, Document Extractor synchronizes metadata between Salesforce and SharePoint, transferring key document details alongside the files themselves. This ensures that important information, such as creation and modification dates, user details, and custom metadata fields, are preserved during the transfer, facilitating seamless integration and efficient document management across both platforms.