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Content Management | AI-Ready Document Management for Salesforce

Connect enterprise content to every Salesforce workflow

Overview

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

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See How Content Management | AI-Ready Document Management for Salesforce Works

  • 360-Degree Customer View: Surface enterprise documents — contracts, compliance records, customer correspondence — directly inside Salesforce accounts, cases, and opportunities. No app-switching. No duplication. One complete view.

  • Governance That Travels: Governance doesn't stop at the Salesforce boundary. Retention policies, audit trails, access controls, and version management follow every document — whether accessed by a service rep, a sales team, or an Agentforce agent.

  • AI-Ready Content Foundation: With metadata, classification, and knowledge structure make enterprise content machine-readable — so Content Aviator and Agentforce agents deliver answers grounded in governed, trustworthy content.

  • Cross-System Content Access: One platform for content across Salesforce, SAP, Microsoft 365, and Guidewire. Access contracts from SAP, policy documents from Guidewire, or proposals from Microsoft — all from within your Salesforce workspace. No silos.

  • Proven Enterprise Scale: Trusted by 120,000+ enterprises across 180 countries. Forrester estimated organizations could see 310% ROI from OpenText Content Services.

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.

Categories

Business Needs
Collaboration
Contract Management
Document Management
Industries
Horizontal Product
Financial Services
Personas
Administrator
Business Operations Manager
Consultant
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.
Agentforce
Agentforce 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 More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
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.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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