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DocFynd - Salesforce Document Management Solution
Send & Receive your Sales Document from any external Drives to Salesforce
- Industries
- High TechProfessional ServicesTravel, Transportation, & Hospitality
- Business Need
- ProductivityCollaborationDocument Management
- Requires
- Sales CloudService CloudExperience Cloud
- Compatible With
- Sales CloudService CloudB2B 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.
Highlights
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
TechParrot Innovations's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
TechParrot Innovations
Miami, Florida, USA
As a Salesforce AppExchange Provider, TechParrot seamlessly integrates Strategic Advisory, technical implementation, and continuous Managed Services. Our aim is to empower organizations to extract the utmost value from the Salesforce platform, ensuring success at every stage of your Salesforce journey. Guided Salesforce Consulting: Our Salesforce consulting services are here to assist your business needs, whether you're using standard tools or custom solutions. Simplified Customization and Setup: We make Salesforce work better for you by customizing and setting it up to match how your business operates. Smart Salesforce Setup: Our team will set up Salesforce to fit your business and what you need it to do in a quick turnaround time. Easy Integration with Other Tools: We can connect Salesforce to other external systems you use, like accounting or marketing tools, so everything works together. Smooth Transition to Salesforce: If you're moving to Salesforce, we'll make sure the switch is smooth, your data stays safe, and things work even better. For more information visit us at www.techparrot.co
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
This solution requires a paid subscription. Discounts are available for nonprofit organizations. Enterprise Plan is designed for large-volume enterprise customers Standard pricing is tailored for SMBs with fewer licenses
Enterprise Plan
$5 USD/user/month
Free trial available for 14 days
Lowest Starting Price
Standard Plan
$15 USD/user/month
Free trial available for 14 days
Lowest Starting Price