AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Alfresco Content Connector | Document Management for Salesforce

Increase user productivity with powerful content management capabilities!

Overview

Remove content management challenges & make a broader set of content available to Salesforce users. With automatic, context-based content recommendations, users no longer have to look for content and can rely on automation to drive speed & efficiency.

1 of 4

  • Increase productivity by automatically surfacing relevant and recommended content to users that need it, reducing the time that Salesforce users typically spend looking for information manually.

  • Make better and faster decisions by initiating business processes from within Salesforce. For example, automatically send a contract for review and approval when an opportunity closes.

  • Improve cross-team collaboration by allowing other teams to access the business content without needing Salesforce licenses.

Simple, integrated user experience: • Give Salesforce users access to all content in Alfresco without leaving Salesforce.com, both in “Classic” and “Lightning” interfaces • With Single Sign-On (SSO) support, Salesforce users are automatically authenticated to Alfresco once they have logged into Salesforce Enhance information governance: ∙ Use simple actions to declare records and automate the lifecycle management on content from within Salesforce Extend collaboration and process efficiency: • Securely allow non-Salesforce users access to content to complete their jobs or process tasks • Initiate Alfresco process workflows from within Salesforce, for example, automatically send a contract for review and approval Flexible integration of content: • Manage content within the context of a customer, with the ability to associate content with any Salesforce record type (including custom objects) • Associate or “attach” a piece of content to a single Salesforce record or link it to multiple records Find information faster: • Find relevant content faster, based on full-text as well as advanced search, including auto suggestions, filtering, and content previews

Categories

Business Needs
Document Management
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from Hyland Software

  • Hyland for Salesforce | Intelligent Content Management
    by Hyland Software
    No Ratings
    Empower smarter decisions with seamless access to high-value content directly within Salesforce. Hyland for Salesforce integrates cloud-native content services to streamline workflows, improve responsiveness, and enhance customer and vendor interactions.
    ProductivityCollaboration

  • Perceptive Content Interact for Salesforce | Document Management
    by Hyland Software
    No Ratings
    Perceptive Content Interact for Salesforce helps you better manage business relationships by making related content that lives outside Salesforce instantly available in the system. Capture, view and process Perceptive Content documents with a few clicks.
    Contract ManagementDocument Management

  • Hyland OnBase Integration for Salesforce | Document Management
    by Hyland Software
    The OnBase Integration for Salesforce combines Hyland’s industry-leading content management capabilities with the power of Salesforce, providing instant access to critical relationship data and content. Centralizes content for all industries.
    Document ManagementContent Management System (CMS)