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Softdocs - Official Salesforce Connector

By Softdocs SC, LLC

Document Management and Process Automation from Softdocs

No Ratings
Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

Industries
Education
Government
Public Sector
Business Need
Productivity
IT & Administration
Enterprise Resource Planning
Requires
Sales Cloud
Compatible With
Sales Cloud
Nonprofit Solutions
Education Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
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

App Details

Version
Softdocs Salesforce Connector/ver 0.4.1.0 0.4.1
Listed On
12/20/2024
Latest Release
12/20/2024
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.
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.
View Report
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Accessible Solution
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
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.
0.4.1
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.
12/10/2024

Additional Details

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.

Need help?

Softdocs SC, LLC

Other ResourcesTerms & Conditions