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Doxis Document Management for Salesforce

By SER Group Holding

Better-informed account managers have happier customers.

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Paid Add-On Required  

Payment required for external services or products

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Industries
Horizontal Product
Business Need
Sales
Customer Service
Collaboration
Requires
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Doxis Document Management for Salesforce brings the power of Doxis Intelligent Content Automation to Salesforce. It enables you to integrate both systems seamlessly — a prerequisite for comprehensive information management across system boundaries.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Doxis Smartbridge for Salesforce/ver 0.1 0.2.0
Listed On
06/05/2025
Latest Release
06/05/2025
Supported 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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If 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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
Arabic
English
French
German
Portuguese
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/24/2025

Additional Details

Doxis Document Management for Salesforce closes information gaps between Salesforce and other applications holding customer-related information. It gives employees clear access to customer-related documents and data across your IT systems. You get a full overview of customers, opportunities and deals, enabling more informed decisions, accelerating processes and creating a shared basis of information.

Need help?

SER Group Holding

Bonn, Germany

The ServiceDesk of SER is your central point of contact for all support requests. Depending on the maintenance contract, we are available up to 24 hours a day, 7 days a week, even on Sundays and public holidays.

Support Phone+49 (0) 228 90896-789
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