MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Hyland OnBase Integration for Salesforce | Document Management

By Hyland Software

Search, retrieve, and view enterprise content from OnBase in Salesforce

$20   USD/user/month
Try It
Industries
Financial Services
Healthcare & Life Sciences
Retail
Business Need
Document Management
Content Management System (CMS)
Requires
Sales Cloud
Service Cloud

The OnBase Integration for Salesforce combines Hyland’s industry-leading content management capabilities with the power of Salesforce, providing instant access to critical relationship data and content. Centralizes content for all industries.

  • 60 Seconds With Hyland

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
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Requires OnBase Foundation Enhancement Pack 2 or newer, configuration of Hyland Identity Provider, OnBase Integration for Salesforce (IIS web app), and Hyland API Server.

App Details

Version
OnBase Integration for Salesforce/Jun 20 1.2.0
Listed On
09/18/2020
Latest Release
03/04/2022
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
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: 7
Custom Tabs: 1
Custom Apps: 2
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

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.
1.2.0
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.
09/15/2020

Additional Details

The OnBase Integration for Salesforce combines leading content management capabilities to existing Salesforce customer installations. Now, users can import, search, and retrieve documents directly from corresponding Salesforce records, all within a single SF UI. This provides a complete view of data related to customers, prospects, vendors, and associated transactions. With OnBase, organizations support retention and security policies while giving employees instant access to information. Hyland OnBase serves many industries including: - Financial Services - Higher Education - Healthcare and Clinical - Government - Transportation and Logistics - Manufacturing - more...

Need help?

Hyland Software

Hyland Community is a robust, online resource that provides a single connection point to Hyland people, products, solutions and tools.

Other ResourcesTerms & Conditions