Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Newgen ECM | Content Management for Salesforce
Enhance user efficiency with strong Content Management capabilities
- Requires
- Sales CloudService Cloud
The connector enables capturing, controlling and archiving large volumes of content within Salesforce. It removes content silos & ensures that users work on right versions of content. It also makes the content available to non-Salesforce users as well.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Newgen OmniDocs App/ver 1.1 1.1.0
- Listed On
- 02/08/2023
- Latest Release
- 02/08/2023
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- 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: 5Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 3App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Your employees interact with content in various ways depending on their roles. However, most business users spend a lot of time looking for the right content as sometimes it is hidden within emails or personal drives. Also, due to inefficient content management practices and tools, it results in reduced efficiency and productivity and increased risk to security. Integrating Newgen OmniDocs with Salesforce allows users to leverage content management capabilities such as versioning, extensive search, workflows, records management, collaboration, and more. The integration enhances sales productivity by reducing emails, cost, and time spent on searching content. It enables easy access to content anytime, anywhere, and delivers the right versions of documents all the time. Users can manage content for the standard Salesforce objects and the custom objects created within Salesforce. Also, users need not toggle between the content management and Salesforce system. For accessing other components like repository, search, workflow, dashboard, etc., users have the option to login into the OmniDocs application directly.