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DocFynd - Salesforce Document Management Solution

By TechParrot Innovations

Send & Receive your Sales Document from any external Drives to Salesforce

No Ratings
Starting at $5   USD/user/month

Discounts available for nonprofits

Industries
High Tech
Professional Services
Travel, Transportation, & Hospitality
Business Need
Productivity
Collaboration
Document Management
Requires
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
Sales Cloud
Service Cloud
B2B Commerce

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
B2B Commerce
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
DocFynd/DocFynd 1.0.0
Listed On
05/28/2024
Latest Release
05/28/2024
Supported 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 16
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 10
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/30/2024

Additional Details

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

Need help?

TechParrot Innovations

Miami, Florida, USA

Support Phone+1 506-897-2921
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