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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.

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Harsha Shashikanth
Double Star Ranger
10/22/2024

Trial version of this app does not work

There are numerous posts complaining about the trial version and no resolution against these posts. Kindly work on support. Error received: Oops, there was an error rendering Canvas application [OIFSCanvasApp]. Canvas can not locate an installed canvas app with the namespace [] and API name [OIFSCanvasApp].

Jean-François Declercq
09/18/2025

Harsha, May I know what was your business requirement to integrate with Onbase ?

Ben Nichols
11/20/2024

Hello Harsha, We appreciate the interest in the OnBase Salesforce integration and the feedback on the App Integration. The current integration requires additional configuration in order demo the integration in an environment. If you'd like additional information, please reach out via https://community.hyland.com/. Thank you.