AgentExchange

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?

Next - Enterprise Document Management for Salesforce

Get a unified 360° view of all customer documents in Salesforce®.

Overview

Give your team a unified 360° view of all customer documents directly in Salesforce®. No more browsing through apps, searching for documents or emailing back and forth. With Next®, you get work done without ever leaving Salesforce®.

1 of 13

  • Bring all your customer documents together in one secure cloud-based home that is seamlessly accessible from Salesforce®.

  • Give your team a unified 360° view of all customer documents directly in Salesforce®.

  • Next® is trusted by Fennia, Acer, Erdinger, and other enterprises that depend on mission-critical document management.

  • Keep your documents safe and stay compliant. Your documents are securely stored on Microsoft Azure servers in Frankfurt, Germany. Audit trails ensure transparency and accountability. OAuth and SAML enable secure single sign-on.

  • Drag-and-drop to add documents. Or use the Salesforce® app when you’re on-the-go.

  • Stay organized with document categories. Say goodbye to endless document lists in Salesforce®.

  • Get up and running in days — not weeks. We’re with you and your Salesforce® specialist every step of the way.

  • Find any document using a few keywords in Salesforce®. Next® searches the entire contents of your documents, not just file names or metadata.

  • Easily list relevant documents anywhere in Salesforce®. Simply drag and drop the Next® Lightning Component onto any business object to display documents. Adjust the settings to your needs. No coding required.

Next® is the ultimate Enterprise Document Management System (EDMS) for Salesforce®. With Next®, you bring all your customer documents together in one secure cloud-based home that is seamlessly accessible from Salesforce®. Next® key features: — Drag-and-drop to add documents. Or use the Salesforce® app when you’re on-the-go. — Stay organized with document categories. Say goodbye to endless document lists in Salesforce®. — Preview any document instantly in Salesforce®. No plug-in required. — Find any document using a few keywords in Salesforce®. Next® searches the entire contents of your documents, not just file names or metadata. — Keep your documents safe and stay compliant. Your documents are securely stored on Microsoft Azure servers in Frankfurt, Germany. Audit trails ensure transparency and accountability. OAuth and SAML enable secure single sign-on. — Easily list relevant documents anywhere in Salesforce®. Simply drag and drop the Next® Lightning Component onto any business object to display documents. Adjust the settings to your needs. No coding required. — Get up and running in days — not weeks. We’re with you and your Salesforce® specialist every step of the way.

Categories

Business Needs
Collaboration
Contract Management
Document Management
Industries
Horizontal Product
Financial Services
Manufacturing
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Salesforce Mobile