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Content Management | AI-Ready Document Management for Salesforce
Connect enterprise content to every Salesforce workflow
- Industries
- Horizontal ProductFinancial Services
- Business Need
- CollaborationContract ManagementDocument Management
- Requires
- Sales CloudService Cloud
- AppExchange Partner Products
- Compatible With
- Sales CloudExperience CloudFinancial Services Cloud
Your enterprise content already has the answers; but they're scattered and inaccessible. OpenText™ Content Management integrates governed content directly into Salesforce workflows and Agentforce for a true 360° customer view without having to switch apps
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- AppExchange Partner ProductsThis solution requires a partner product that isn’t publicly listed on AppExchange. Contact the provider for details.
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudExperience CloudFinancial Services Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- OpenText Content Management for Salesforce/Release 26.2 26.200.0
- Listed On
- 08/30/2016
- Latest Release
- 05/06/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package
- Package ContentsIf 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: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFrenchGermanItalianJapanesePortugueseSimplified ChineseSpanish
Security
Additional Details
OpenText Content Management for Salesforce connects your existing content repository directly into Salesforce — making governed documents visible to every user and Agentforce agent without duplication or migration. Your teams and AI agents are making decisions on incomplete information. Contracts, compliance records, and customer correspondence live outside Salesforce's reach. That's dark content — valuable information invisible to the people and agents who need it most. This integration makes it visible, governed, and actionable. Governance travels with every document: retention policies, audit trails, access controls, and legal holds stay intact across Salesforce, SAP, Microsoft 365, and Guidewire. With Content Aviator for Agentforce (available as add-on), AI agents can search, summarize, and reason over content grounded in trusted metadata. Compliance-ready by design. OpenText meets the governance standards demanded by the world's most regulated industries. Forrester estimated 310% ROI from OpenText Content Services platforms. Salesforce handles relationships. OpenText handles content. You get a true 360-degree customer view.
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OpenText Corporation
Waterloo, Ontario, Canada
Only available to customers with valid, paid subscription.