AODocs for Salesforce

AODocs is an AI-native document management platform for the content organizations cannot afford to get wrong: contracts, certifications, procedures, instructions, supplier and employee records. It keeps enterprise files controlled, versioned, retrievable, and moving through the right approval process, with full traceability and audit-readiness. The AODocs for Salesforce connector brings that governance to the documents your CRM generates. With the connector, teams can: Create and update AODocs documents automatically when Salesforce records change, using configurable rules rather than custom code: new objects and fields are a configuration change, not a development project Synchronize properties in either direction, or both, defined field by field Map Salesforce stages to AODocs workflow states, so a contract approved in AODocs moves the opportunity forward in Salesforce View and open the documents attached to an opportunity without leaving the Salesforce interface Upload new attachments into AODocs directly from the record page Apply retention policies, legal holds, and audit trails to documents that originate in Salesforce Keep the files in your storage of choice: GCS, MS, etc.