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Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type)
Sync your files to Salesforce.
- Industries
- Horizontal ProductConsumer GoodsManufacturing
- Business Need
- SalesCustomer ServiceIntegration
- Requires
- None
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
AI-powered SYNC that brings your Commercient File SYNC data—accounts, orders, contacts, products, and more—right into Salesforce. Everything you need, always ready.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudMarketing Cloud Engagement
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedEssentials
App Details
- Version
- Commercient's DOCUMENT SYNC for Salesforce/V25 1.2.0
- Listed On
- 01/04/2023
- Latest Release
- 11/03/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf 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: 2Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Commercient SYNC provides a tool known as File SYNC to integrate documents into your CRM. The documents are varied between PDFs, CAD drawings, PNG, JPG, XLS, CSV, DOCs etc. This takes place by making sure the respective documents are provided in a file that is then synced to the objects within your CRM. Commercient SYNC is a cloud-based pre-built app, eliminating the need for mapping, coding, or servers. Commercient has over 50 5-star reviews and can integrate with over 85 ERPs. Data integration with Commercient can be synced within days, instead of months. The installation and application are installed by your team through an online portal. Success plans are available to help you with the installation and application usages.
Need help?
Commercient LLC
Atlanta, GA, USA
Success Plans, Accelerators, and helpdesk (phone, ticket, chat, and online meetings) are available from Commercient. For rates and services please visit https://www.commercient.com