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Hyland for Salesforce | Intelligent Content Management

Empower smarter decisions with seamless access to high-value content.

Overview

Empower smarter decisions with seamless access to high-value content directly within Salesforce. Hyland for Salesforce integrates cloud-native content services to streamline workflows, improve responsiveness, and enhance customer and vendor interactions.

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See How Hyland for Salesforce | Intelligent Content Management Works

  • Access content in context: Quickly search, retrieve, and view documents directly within Salesforce. Eliminate the need to switch between systems by giving users instant access to contracts, invoices, and communications, all within familiar screens.

  • Smart import & indexing: Drag and drop documents into Salesforce and automatically map metadata from Salesforce fields to Hyland keywords. This ensures accurate indexing, supports compliance, and helps users identify missing documents.

  • Cloud-native, low-code, and AI-enabled: Built on Lightning Web Components and powered by Hyland’s AI-enabled Content Innovation Cloud™, the solution offers out-of-the-box configuration with no custom API development.

Hyland for Salesforce brings the power of Hyland’s Content Innovation Cloud into the Salesforce interface, enabling users to: - Instantly view, search, and retrieve documents from Salesforce records - Import content without switching applications - Surface contracts, invoices, and communications in context with customer or vendor data - Map Salesforce field values to Hyland keywords for accurate indexing and faster decision-making Built on a cloud-native architecture using Salesforce Lightning Web Components (LWC), the solution delivers enterprise-grade performance, security, and rapid deployment. Advanced capabilities include intelligent capture, AI-powered knowledge discovery, and agentic workflows.

Categories

Business Needs
Productivity
Collaboration
Document Management
Industries
Financial Services
Government
Healthcare & Life Sciences
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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