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Hyland OnBase Integration for Salesforce | Document Management

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

Overview

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.

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See How Hyland OnBase Integration for Salesforce | Document Management Works

  • 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.

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...

Categories

Business Needs
Document Management
Content Management System (CMS)
Industries
Financial Services
Healthcare & Life Sciences
Retail
Personas
Administrator
Business Operations Manager
Business User
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

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