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?

Core Content Management: Secure Document Management for AI

By OpenText Corporation

Turn AI insights into action at every customer interaction

Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

Try It
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Collaboration
Contract Management
Document Management
Requires
Sales Cloud
Service Cloud
Agentforce
AppExchange Partner Products
This solution requires a partner product that isn’t publicly listed on AppExchange. Contact the provider for details.
Compatible With
Experience Cloud
Financial Services Cloud

Simplify sales and service processes with cloud-first, AI-powered content management built for Salesforce. Automate document workflows, surface insights from governed content, and deliver a 360° view of every customer — without leaving Salesforce.

  • Content Aviator for Agentforce: Watch the power of AI-to-AI integration in action!

  • How to integrate Core Content Management to Salesforce

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
Agentforce
AppExchange Partner Products
This solution requires a partner product that isn’t publicly listed on AppExchange. Contact the provider for details.
This solution requires a partner product that isn’t publicly listed on AppExchange. Contact the provider for details.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
The customer will receive access to the OpenText Content Services for Salesforce 26.1 App at no extra cost to complete the installation.

App Details

Version
OpenText Core Content Management for Salesforce/Release 26.2 26.200.0
Listed On
02/28/2022
Latest Release
05/06/2026
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
Dutch
English
French
German
Italian
Japanese
Portuguese
Spanish

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.
22.4.0
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.
02/16/2022

Additional Details

OpenText Core Content Management for Salesforce is AI-powered cloud content management built for the Agentic Enterprise. It gives every Salesforce user and Agentforce governed access to enterprise content that drives sales and service outcomes. It delivers full document lifecycle management with enterprise-grade controls. Documents are automatically organized and surfaced within Salesforce, linked to accounts, opportunities, and cases so teams work with the right content in context. Key use cases: contract management across Salesforce and SAP, customer onboarding automation, AI-powered cross-sell and up-sell insights, sale-to-order processing with SAP and Microsoft, claims and policy management for insurance, and cross-functional collaboration across Microsoft 365 and Google Workspace. Built-in OpenText Content Aviator AI lets users search, summarize, translate, and generate content in seconds. Integrated with Agentforce, it extends content intelligence to your AI agents. Enterprise governance is built in — retention policies, audit trails, role-based access, and digital signatures keep content secure, auditable, and regulation-ready.

Need help?

OpenText Corporation

Waterloo, Ontario, Canada

Only available to customers with valid, paid subscription.

Support PhoneSupport only available to subscribers
Other ResourcesEmailTerms & Conditions