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Core Content Management: Secure Document Management for AI
Turn AI insights into action at every customer interaction
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- CollaborationContract ManagementDocument Management
- Requires
- Sales CloudService CloudAgentforce
- AppExchange Partner Products
- Compatible With
- Experience CloudFinancial 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.
Highlights
AI Content Intelligence: Find, summarize, translate, and generate content in seconds with built-in Content Aviator AI. Surface insights from documents and customer records within Salesforce to act faster.
Agentforce-Ready: Extend content intelligence to your AI agents with OpenText Content Aviator for Agentforce built in. Give agents governed access to enterprise documents so they reason over real content, not just CRM data.
Automated Workflows: Automate document filing, lifecycle management, and approval workflows to eliminate manual work. Pre-configured templates accelerate contract management, customer onboarding, and case resolution.
Cross-System Unification: Connect content across Salesforce, SAP, Guidewire, Microsoft 365, and Google Workspace from one platform. Link documents to accounts, opportunities, and cases for a complete 360° customer view — no app switching.
Governance & Compliance: Secure every document with enterprise-grade retention policies, audit trails, role-based access, and digital signatures. Meet GDPR and industry regulations with governance built in — not bolted on.
Fast to Deploy: Get up and running fast with cloud-native SaaS content management. No IT infrastructure required. Automatic quarterly updates keep you current. Single sign-on with Salesforce means frictionless access from day one.
Provider Details
OpenText Corporation
Waterloo, Ontario, Canada
Founded
1991
Email
Phone
1-800-499-6544OpenText™ is a leading Cloud and AI company that provides organizations around the world with a comprehensive suite of Business AI, Business Clouds, and Business Technology. We help organizations grow, innovate, become more efficient and effective, and do so in a trusted and secure way – through Information Management. For more information about OpenText, please visit us at www.opentext.com.
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work. Discounts available for nonprofits.
This solution is included with your OpenText Core Content Management subscription, offering unlimited, encrypted storage and transfer. Contact us at 1-800-499-6544 for a personalized quote and more details.
Core Content Management (Express)
$49 USD/user/month
Free trial available for 30 days
Lowest Starting Price