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Hyland OnBase Integration for Salesforce | Document Management

By Hyland Software

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

$20   USD/user/month
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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

Highlights

Quickly search, retrieve, and view relevant content from within the same Salesforce UI, eliminating the need for multiple applications to be open at the same time. This integration provides additional functionality within your Salesforce environment.

Import documents within Salesforce and map information directly from Salesforce field values to keywords to ensure correct indexing in addition to proactively identifying missing documents quickly.

Out-of-Box configuration, eliminating the need for custom API development and ongoing maintenance and provides flexible access to other customer technologies that also share a Salesforce integration. OnBase is available on the AWS Marketplace.

Provider Details

Hyland Software

Pricing Details

Minimum 25 users required. Must have Hyland OnBase implemented to utilize this integration. Enterprise pricing available upon request.

Default Plan

$20 USD/user/month

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