ImageTrust for Salesforce
AI powered capture and curation for content services
Overview
While working in Salesforce you can now easily scan and import documents in one easy step. With ImageTrust, there is no need to use a different application to scan documents. Once documents are scanned they are immediately available in Salesforce.
See How ImageTrust for Salesforce Works
Boost productivity with insights collected from Einstein GPT
True enterprise cloud capture, built to scale
Content collection from anywhere, on any device using modern cloud architecture
Unique Ad-Hoc and Intelligent OCR aided redaction capabilities
View and modify existing documents in your Salesforce or connected ECM repository
Multi-document capture and assembly workflow
The ImageTrust integration for Salesforce provides an intelligent interface for document interaction and understanding. ImageTrust can drive any TWAIN/ISIS document scanner, enable drag 'n’ drop, watch for e-mails, e-submissions, and more. Once collected, users can leverage AI orchestration to automatically extract and attach values to a Salesforce record, allowing content to be routed to the appropriate user groups.
Categories
- Business Needs
- ProductivityCustomer ServiceContent Management System (CMS)
- Industries
- Horizontal ProductFinancial ServicesGovernment
- Personas
- Business Operations ManagerData AnalystService Agent / Supervisor
- 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesManaged PackageLightning App Builder