Have a Salesforce org?

It's great for customer relation management. But not so great for managing customer documents. Cloud storage comes with risks to your business. And there are better systems, like SharePoint, to manage documents & secure accessibility to important information.
You can use one service: Document Extractor, to move all your Salesforce documents automatically, and in real-time, to on-premises SharePoint.


Cost-effective file storage

Achieve significant cost savings by storing your files in SharePoint

Full control over documents

Stay in compliance, maintain document security and integrity

Convenient access

Access your files in SharePoint from multiple platforms

Custom configuration

Set the service to stub files how and when it is best for you

How it works

 

Document Extractor monitors documents related to Salesforce accounts, contacts, leads, opportunities, quotes, contracts, orders, assets, and email messages,
and creates the appropriate folder structure in SharePoint.

After you upload a file to Salesforce, it is detected by the service running in the background, which uploads a copy of the uploaded file in SharePoint. Next, a link file pointing to that SharePoint location is created in Salesforce. The original file in Salesforce is deleted.

 

Features

Supports the latest Salesforce Lightning experience

Keep making epic productivity improvements and let our stubbing service handle your document management in SharePoint.

Slashes Salesforce document storage costs

Once a file is stubbed to SharePoint, the original is deleted from Salesforce but a link remains, pointing to the original file in SharePoint.

Maintains document integrity

Stubbed files have the same name and extension as the original files and they are searchable within Salesforce Global search

Improves email management

After you send email, the service will automatically stub email attachments. Custom settings enable full control over the process.

Moves files to multiple SharePoint boxes

The service moves documents to one SharePoint “box” (site collection) at a time, automatically moving files to the next when the first box is full.

Blockchain sealing available

If you activate the CB Blockchain Seal option, each file moved to SharePoint is automatically sealed. Any stakeholder can verify that the sealed files have not been tampered with at any time in the future.

Top Rated in Salesforce AppExchange

5 / 5
Lot of little functionalities to allow you to merge your current structure and allow some flexibilities. Great product!
Francois Allard
5 / 5
The prospect of expensive and slow external development was removed when we were introduced to Connecting Software. It's great value for money.
Alexander Rennie
5 / 5
The interface is great - web based - and ultimately I enjoyed the fact that the team was constantly supporting me - there's no price to customer centric approach.
Peter Osbourne

    Choose deployment option

    SaaS

    For no-installation, plug and forget
    integration via our SaaS portal

    Self-hosted

    For those needing to maintain
    full control over the integration

    Benefits

    SaaS

    • No installation, no maintenance

    • Fast set-up and 24/7 stability

    • Scalable to your needs

    • Secure Azure-built portal

    Self-hosted

    • Run service on premises / own cloud

    • Avoid paying for extra data traffic

    • Ensure data storage compliance

    • Optimize customer file management

     

    Watch a product demo

     

    Salesforce, Sales Cloud, and others are trademarks of salesforce.com, inc.,
    and are used here with permission.

    Customer success story

    American Automotive Aftermarket Company set up a Salesforce to SharePoint Integration they are Finally Happy with

    “Document Extractor is such a tool our salespeople didn’t know they needed, and now that they have it they can’t live without it’”

    Andrea Getty
    Senior Systems Analyst at Dorman Products, Inc.

    Document Extractor Enables Better Document Management for UK’s Governmental Organization

    “When we first found Document Extractor, we thought that if it did what it said on the tin, it would tick all our boxes. And it did: just basic configuration, and it worked first time!’”

    Chris Lynch
    Director of Chris Lynch IT Consulting

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