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Softdocs - Official Salesforce Connector

Document Management and Process Automation from Softdocs

Overview

The official Softdocs Salesforce connector allows Softdocs users direct access to documents stored within their Softdocs environment directly in their Salesforce org. Users can upload and link documents from Salesforce to their Softdocs instance.

1 of 4

  • Link documents from Softdocs to Salesforce

  • View documents stored within Softdocs directly in your Salesforce org

  • Add documents to your Softdocs instance directly from Salesforce

  • Supports both the Education Data Architecture and Education Cloud

The Softdocs Salesforce Connector allows you to connect and extend your Salesforce instance with Softdocs suite of document management, eforms, workflow automation, print customization, and eSignatures.

Categories

Business Needs
Productivity
IT & Administration
Enterprise Resource Planning
Industries
Education
Government
Public Sector
Personas
Administrator
Architect
Data Professional
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Accessible Solution

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Nonprofit Solutions
Education Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Supported Languages
English
Accessibility
View Accessibility Report