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Communications | Document Generation for Salesforce

By OpenText Corporation

Personalize your content creation

Starting at $17   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Financial Services
Business Need
Customer Service
Collaboration
Document Generation
Requires
Sales Cloud
Service Cloud
Compatible With
Experience Cloud
Financial Services Cloud

OpenText Communications for Salesforce is an enterprise solution for interactive and personalized document generation. It offers simple graphical template design, can be integrated into Salesforce Flows and scales to millions of documents.

  • Communications for Salesforce Explainer

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
OpenText Communications for Salesforce/Product Version 24.4 Autumn 2024 2.14.0
Listed On
08/08/2018
Latest Release
10/17/2024
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 12
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 16
App Builder: 1
Community Builder: 0
Languages
English
French
German
Italian
Japanese
Portuguese
Simplified Chinese
Spanish

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.
2.14.0
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.
12/17/2024

Additional Details

OpenText Communications for Salesforce (previously called Exstream for Salesforce) is an enterprise solution for interactive and automatic document generation. We have the flexibility to deliver letters, quotes, proposals, contracts, service documents. Our global footprint means we can support multi-lingual requirements and large organisations. Analysts report OpenText as the leader in the Customer Communication Management (CCM) market. Forester define this as: “Software used to compose, format, personalize, and distribute content to support [..] customer communications and improve the customer experience.“ Communications for Salesforce generates communications with data sourced from multiple systems like Salesforce, SAP and SQL databases. We understand the output could take many varieties: pdf, sms, web, email plus many more (this is called Multi-Channel). Communications for Salesforce is able to print, mail, sign or save the documents as well as store back into Salesforce. - Simple and flexible Salesforce configuration - Intuitive user experience - Leveraging the recognized leader in CCM software - Storage back into Salesforce object, or to OpenText Content Management

Need help?

OpenText Corporation

Waterloo, Ontario, Canada

Only available to customers with valid, paid subscription.

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