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DocFynd - Salesforce Document Management Solution
Send & Receive your Sales Document from any external Drives to Salesforce
Overview
A simple click-and-configure application to set the process for your documents uploads and tagging documents to multiple related objects. Configurable rules ensure that all processes follow the same rules whenever a document is uploaded or tagged.
See How DocFynd - Salesforce Document Management Solution Works
Document Workflow * Configure your processes with document criteria at the time of adding to the records at different stages. * Consolidate the document metadata while uploading * Set priority label for the documents while uploading
Hash Tagging * Auto-share documents across related records in Salesforce * Control the document tagging via configurable rules * Retro-tagging -- Tag older documents to related records * Perform specific actions based on the type of document uploaded
Integrations: * AWS S3, Box, GoogleDrive, DropBox, OneDrive, Sharepoint * Integrate with your external cloud storages * Sync Document through External Drives to Salesforce via DocFynd
Email Attachments from Gmail, Outlook Plugin: * Access & upload attachments from email to Salesforce * Sync Documents received through Email to corresponding Account, Opportunity Record and Save them in External Drive folders
Folder Hierarchy : * Setup and sync Folder hierarchy in Salesforce and External Drives * Setup Custom Folder Structure for easy document Storage
What is DocFynd? DocFynd is a simple click-and-configure ISV App. It allows you to link documents to multiple records, save the files to various external drives, hashtag for easy searching, automate folder creation based on any criteria, and tag documents received via email. How DocFynd adds value? All businesses have multitude of documents. There are inherent challenges in organizing and accessing the documents within Salesforce. DocFynd is an intuitive and elegant solution to overcome these challenges and can scale up with the growth of the business. DocFynd works out of a robust solution base and addresses a wide variety of real-time business cases for accessing documents. Key points * Click and configure app * Link documents to multiple records seamlessly * Configure rules to automate the linking of documents to multiple records * Configure criteria to update specific fields upon document upload * Perform specific actions based on the type of document uploaded * Maintain specific document categories to attach the documents * Configure linking of documents and store in external cloud storage Integrations ✔ AWS S3 ✔ Box ✔ GoogleDrive ✔ DropBox ✔ OneDrive ✔ Sharepoint
Categories
- Business Needs
- ProductivityCollaborationDocument Management
- Industries
- High TechProfessional ServicesTravel, Transportation, & Hospitality
- Personas
- AdministratorBusiness Operations ManagerBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package