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Document Extractor: SharePoint integration for better Document Management
Number 1 Salesforce to SharePoint integration for Document Management
- Industries
- Financial ServicesProfessional ServicesPublic Sector
- Business Need
- ProductivityDocument ManagementIntegration
- Requires
- Sales CloudService CloudMarketing Cloud Engagement
- Compatible With
- Service CloudExperience CloudGovernment Cloud
Document Extractor moves files from Salesforce to SharePoint seamlessly, avoiding iFrames for quicker access and enhancing workflows without interruptions. It operates in the background, leveraging SharePoint for efficient Document Management. (v 20.1.2)
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudMarketing Cloud Engagement
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Service CloudExperience CloudGovernment Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- CB-DocumentExtractor-Core/ver 20.0 20.0.1
- Listed On
- 08/08/2019
- Latest Release
- 05/07/2025
- 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.Multiple 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.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- 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: 4Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
➡️ 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀 1. Document Extractor monitors any changes to documents/files in Salesforce related to custom or standard objects (accounts, contacts, leads, opportunities, quotes, etc.) 2. As a new file is detected, it is transferred to SharePoint, where it is stored under a standard or customized folder structure. You can also move documents to multiple SharePoint tenants and sit 3. The original file in Salesforce is then replaced with a link to reduce storage space 4. The file is fully accessible from Salesforce (even searchable from Salesforce Global Search) and SharePoint ➡️ 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 Native to Salesforce UI: It operates entirely in the background; it eliminates the need for iFrames, thus avoiding additional loading times on every page Enhanced Document Management: Transfer information about Salesforce document versions, creators, editors, and owners to SharePoint for easier document tracking Optionally, you can sync document metadata to SharePoint—this is important, especially for collaboration and sharing with non-Salesforce Users or externals ☑️ Start your 𝗳𝗿𝗲𝗲 𝘁𝗿𝗶𝗮𝗹 now, or contact us for a demo with our experts!
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We provide support: Monday – Friday, regular working hours: 7 am – 6 pm CET (Central European Time). During this time, we will usually respond within 4 hours and, at the very latest, in the next working day.