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Core Capture | Intelligent document processing for Salesforce

Intelligent document processing for Salesforce

Overview

OpenText Core Capture for Salesforce is a powerful capture solution that intelligently automates the processing of all types of incoming documents, and extracts mission critical data to enrich and accelerate Salesforce processes.

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See How Core Capture | Intelligent document processing for Salesforce Works

  • Extract inbound document data and have it populate Salesforce fields directly to accelerate processes and improve efficiencies. Reduce risk and costly errors whilst spending less time and resources processing documents and entering manual data.

  • Enable Sales & Service teams with captured customer information from ingested documents. Boost data accuracy, information flows, and productivity by having the right information at your fingertips to action customer and business needs faster.

  • AI assisted machine learning enables the ingestion of documents and data, document classification and routing. Deep integration to Salesforce Flows provides easy configuration for the automation of manual and complex business processes.

OpenText is the No. 1 industry leader in content services platforms. With over 25 years of experience, we have deep insights into the information needs of today’s sales and service organizations. Digitize the inbound processing of business documents, so sales and service agents have early visibility and can prioritize urgent, high value tasks and customer cases. Extract mission critical document data and have it automatically populated directly into Salesforce UI fields, reducing manual entry tasks and costly errors, saving valuable processing time Automate repetitive document handling tasks and streamline processing of data, leading to improved operations, customer satisfaction, and a better employee experience. Reduce document processing time and costly errors, automating document identification and the extraction of information, without manual intervention to accelerate processes. Designed to tightly align to the needs of the business, employee productivity is maximized, processes are accelerated, and insights are available to make better decisions.

Categories

Business Needs
Collaboration
Contract Management
Document Management
Industries
Horizontal Product
Financial Services
Personas
Business Operations Manager
Consultant
Executive
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.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder

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