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Experience Connect | Document Management for Experience Cloud

Document Management for Experience Cloud users in minutes.

Overview

Experience Connect extends the capabilities of Drive Connect and Share Connect to Experience Cloud. Securely share files with community users. Save on storage costs by automatically directing Experience site uploads to Google Drive or SharePoint.

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See How Experience Connect | Document Management for Experience Cloud Works

  • SALESFORCE EXPERIENCE CLOUD FILE MANAGEMENT Experience Connect extends the file management capabilities of Drive Connect and Share Connect to your Experience Cloud site, giving external users the ability to access and upload relevant documents.

  • SIMPLE & SECURE FILE ACCESS FOR EXPERIENCE CLOUD USERS Surface specific Google Drive or SharePoint files and folders to Experience Cloud users without requiring them to have a Google Drive or SharePoint account.

  • SIMPLIFY USER DOCUMENT UPLOADS Experience Connect's file uploader component gives Experience Cloud users a simple way to submit documents directly from your site. Incoming files are easy to manage and stay organized across your team's workflow.

  • AUTOMATE USER UPLOADS TO GOOGLE DRIVE OR SHAREPOINT Use Salesforce Flow to automatically route files uploaded by Experience Cloud users to their designated Google Drive or SharePoint folders. No code required!

  • REDUCE SALESFORCE STORAGE COSTS Experience Connect routes Experience Cloud uploads to Google Drive or SharePoint using Salesforce Flow, keeping files out of Salesforce storage and helping your org avoid unnecessary overage costs.

  • ANNUAL AND MONTHLY PAYMENT OPTIONS Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.

  • SELF-SERVICE PURCHASE MODEL Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to adjust your plan directly in the app. No need for a phone call to adjust your subscription.

Experience Connect extends the file management of Drive Connect and Share Connect to your Salesforce Experience Cloud site. It gives customers, partners, and community users secure access to Google Drive and SharePoint files, plus a simple way to upload documents directly through your portal. Teams use Experience Connect to surface specific Google Drive or SharePoint files and folders to Experience Cloud users while respecting the permissions already defined in Salesforce and your document system, so external users see only what they should. For uploads, use the custom file uploader component on your site. When a user submits a document, Experience Connect routes it to the matching Google Drive or SharePoint folder with Salesforce Flow, links it to the right record, and keeps it out of Salesforce storage, so community users never count against your storage limits and costs stay down. The right document management tool depends on your files, your team, and your goals. For a native, admin-friendly way to manage external files in Experience Cloud with no code, try Experience Connect for free. Learn more today! https://appiphony.com/experience-connect

Categories

Business Needs
Productivity
Document Management
Process Management
Industries
Horizontal Product
Financial Services
Nonprofit
Personas
Administrator
Business Operations Manager
Business User
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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